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 | $433,923 | $105,126+312.8% | $94,646+358.5% | $139,434+211.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 38.03%-23.7pp | 156.71%-142.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,221 | $4,106+2.8% | $3,672+14.9% | $4,751-11.2% |
| Participant deferral / active EE | $8,745 | $7,599+15.1% | $7,418+17.9% | $6,710+30.3% |
| Admin fee / account holder | $2,907 | $8,984-67.6% | $7,231-59.8% | $11,403-74.5% |