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 | $843,918 | $228,332+269.6% | $185,823+354.2% | $158,922+431.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.47% | 40.80%-25.3pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $6,375 | $4,967+28.4% | $4,087+56.0% | $4,761+33.9% |
| Participant deferral / active EE | $3,625 | $6,415-43.5% | $5,632-35.6% | $5,982-39.4% |
| Admin fee / account holder | $2,021 | $11,864-83.0% | $9,500-78.7% | $11,246-82.0% |