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 5-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 | $561,910 | $117,841+376.8% | $102,423+448.6% | $145,922+285.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.49% | 31.65%-12.2pp | 29.32%-9.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $8,722 | $3,615+141.3% | $3,023+188.5% | $4,660+87.2% |
| Participant deferral / active EE | $19,911 | $5,731+247.4% | $5,053+294.0% | $6,688+197.7% |
| Admin fee / account holder | $2,885 | $13,326-78.3% | $9,451-69.5% | $13,397-78.5% |