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 | $474,801 | $140,940+236.9% | $112,229+323.1% | $139,434+240.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.08% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,376 | $4,283-21.2% | $3,430-1.6% | $4,751-28.9% |
| Participant deferral / active EE | $14,590 | $5,874+148.4% | $4,798+204.1% | $6,710+117.4% |
| Admin fee / account holder | $2,906 | $9,954-70.8% | $7,748-62.5% | $11,403-74.5% |