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 | $464,854 | $103,966+347.1% | $112,887+311.8% | $75,163+518.5% |
| Participation rate | 75.0% | 75.7%-0.7pp | 80.5%-5.5pp | 67.2%+7.8pp |
| Annual return | 15.76% | 24.54%-8.8pp | 34.10%-18.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $19,012 | $3,870+391.2% | $4,563+316.6% | $2,670+612.1% |
| Participant deferral / active EE | $19,012 | $5,456+248.5% | $6,513+191.9% | $4,125+360.9% |
| Admin fee / account holder | $27,600 | $7,663+260.2% | $7,047+291.6% | $5,651+388.4% |