See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,544 | $118,450+257.6% | $98,439+330.3% | $139,434+203.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 28.53% | 18.94%+9.6pp | 21.16%+7.4pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,936 | $3,609-46.4% | $3,048-36.5% | $4,751-59.2% |
| Participant deferral / active EE | $9,386 | $5,392+74.1% | $4,738+98.1% | $6,710+39.9% |
| Admin fee / account holder | $86,140 | $14,026+514.1% | $8,948+862.7% | $11,403+655.5% |