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 | $487,772 | $77,419+530.0% | $69,455+602.3% | $152,861+219.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.80% | 39.06%-17.3pp | 28.97%-7.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,200 | $3,315-63.8% | $2,779-56.8% | $4,762-74.8% |
| Participant deferral / active EE | $16,500 | $4,414+273.8% | $3,535+366.7% | $5,850+182.0% |
| Admin fee / account holder | $770 | $6,207-87.6% | $3,839-79.9% | $11,596-93.4% |