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 | $421,601 | $125,758+235.2% | $169,993+148.0% | $75,163+460.9% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 20.19% | 27.20%-7.0pp | 53.37%-33.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,997 | $4,615-56.7% | $6,785-70.6% | $2,670-25.2% |
| Participant deferral / active EE | $11,146 | $6,837+63.0% | $10,408+7.1% | $4,125+170.2% |
| Admin fee / account holder | $74,454 | $8,173+810.9% | $12,815+481.0% | $5,651+1217.6% |