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 | $643,326 | $115,882+455.2% | $100,516+540.0% | $158,922+304.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.06% | 34.79%-15.7pp | 30.89%-11.8pp | 302.83%-283.8pp |
| Employer contribution / active EE | $6,432 | $4,103+56.8% | $3,418+88.2% | $4,761+35.1% |
| Participant deferral / active EE | $9,713 | $6,674+45.5% | $6,270+54.9% | $5,982+62.4% |
| Admin fee / account holder | $7,280 | $10,995-33.8% | $8,081-9.9% | $11,246-35.3% |