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 | $693,744 | $123,793+460.4% | $177,821+290.1% | $79,858+768.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.91% | 22.82%-1.9pp | 48.32%-27.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,675 | $4,095-34.7% | $5,918-54.8% | $2,471+8.3% |
| Participant deferral / active EE | $12,882 | $5,956+116.3% | $7,714+67.0% | $3,740+244.4% |
| Admin fee / account holder | $1,375 | $7,243-81.0% | $12,427-88.9% | $5,306-74.1% |