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 | $530,114 | $127,777+314.9% | $106,548+397.5% | $167,490+216.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 29.64% | 33.87%-4.2pp | 26.80%+2.8pp | 478.56%-448.9pp |
| Employer contribution / active EE | $12,874 | $3,427+275.7% | $2,819+356.7% | $4,837+166.1% |
| Participant deferral / active EE | $9,068 | $5,087+78.3% | $4,398+106.2% | $6,341+43.0% |
| Admin fee / account holder | $7,574 | $11,228-32.5% | $7,407+2.3% | $12,309-38.5% |