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 4-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 | $834,409 | $110,257+656.8% | $96,544+764.3% | $139,434+498.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.59% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,719 | $3,620-52.5% | $2,965-42.0% | $4,751-63.8% |
| Participant deferral / active EE | $2,168 | $5,548-60.9% | $4,851-55.3% | $6,710-67.7% |
| Admin fee / account holder | $76,935 | $11,591+563.7% | $8,252+832.3% | $11,403+574.7% |