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 | $658,788 | $111,814+489.2% | $93,654+603.4% | $145,959+351.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.08% | 203.30%-190.2pp | 133.34%-120.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,260 | $3,092+5.5% | $2,421+34.7% | $4,661-30.1% |
| Participant deferral / active EE | $5,176 | $4,914+5.3% | $4,413+17.3% | $6,689-22.6% |
| Admin fee / account holder | $5,900 | $10,246-42.4% | $8,282-28.8% | $13,398-56.0% |