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 | $590,986 | $111,814+428.5% | $103,374+471.7% | $145,959+304.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.26% | 24.77%-6.5pp | 24.89%-6.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $5,311 | $4,214+26.0% | $3,869+37.3% | $4,661+14.0% |
| Participant deferral / active EE | $9,396 | $5,618+67.2% | $5,058+85.8% | $6,689+40.5% |
| Admin fee / account holder | $847 | $9,754-91.3% | $8,394-89.9% | $13,398-93.7% |