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 | $583,884 | $165,335+253.2% | $149,696+290.0% | $158,922+267.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.73% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,949 | $5,103-42.2% | $4,644-36.5% | $4,761-38.1% |
| Participant deferral / active EE | $3,972 | $7,181-44.7% | $6,842-42.0% | $5,982-33.6% |
| Admin fee / account holder | $2,258 | $10,807-79.1% | $9,309-75.7% | $11,246-79.9% |