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 | $740,080 | $110,257+571.2% | $96,544+666.6% | $139,434+430.8% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 18.12% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $8,000 | $3,620+121.0% | $2,965+169.8% | $4,751+68.4% |
| Participant deferral / active EE | $8,594 | $5,548+54.9% | $4,851+77.2% | $6,710+28.1% |
| Admin fee / account holder | $4,424 | $11,591-61.8% | $8,252-46.4% | $11,403-61.2% |