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 | $306,541 | $114,381+168.0% | $107,525+185.1% | $142,382+115.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.89% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,732 | $4,015+17.9% | $3,754+26.1% | $4,299+10.1% |
| Participant deferral / active EE | $8,448 | $5,564+51.8% | $5,116+65.1% | $6,507+29.8% |
| Admin fee / account holder | $3,277 | $9,860-66.8% | $8,919-63.3% | $12,624-74.0% |