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 | $401,649 | $99,918+302.0% | $81,382+393.5% | $145,922+175.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 10.36% | 34.32%-24.0pp | 24.73%-14.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,066 | $2,978+3.0% | $2,463+24.5% | $4,660-34.2% |
| Participant deferral / active EE | $6,338 | $4,605+37.6% | $3,883+63.2% | $6,688-5.2% |
| Admin fee / account holder | $63,118 | $8,212+668.6% | $5,768+994.2% | $13,397+371.1% |