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 | $495,710 | $107,334+361.8% | $92,893+433.6% | $152,861+224.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.15% | 145.58%-124.4pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,746 | $4,221-11.2% | $3,653+2.6% | $4,762-21.3% |
| Participant deferral / active EE | $9,998 | $4,845+106.4% | $4,236+136.0% | $5,850+70.9% |
| Admin fee / account holder | $5,523 | $7,079-22.0% | $5,794-4.7% | $11,596-52.4% |