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 | $430,963 | $110,257+290.9% | $96,544+346.4% | $139,434+209.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.38% | 26.32%-8.9pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,428 | $3,620-32.9% | $2,965-18.1% | $4,751-48.9% |
| Participant deferral / active EE | $12,129 | $5,548+118.6% | $4,851+150.0% | $6,710+80.8% |
| Admin fee / account holder | $6,961 | $11,591-39.9% | $8,252-15.6% | $11,403-39.0% |