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 | $615,344 | $127,777+381.6% | $106,548+477.5% | $167,490+267.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.94% | 33.87%-16.9pp | 26.80%-9.9pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,645 | $3,427-22.8% | $2,819-6.2% | $4,837-45.3% |
| Participant deferral / active EE | $3,724 | $5,087-26.8% | $4,398-15.3% | $6,341-41.3% |
| Admin fee / account holder | $35,702 | $11,228+218.0% | $7,407+382.0% | $12,309+190.0% |