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 | $393,858 | $110,257+257.2% | $96,544+308.0% | $139,434+182.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.26% | 26.32%-11.1pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $25,211 | $3,620+596.5% | $2,965+750.3% | $4,751+430.7% |
| Participant deferral / active EE | $17,370 | $5,548+213.1% | $4,851+258.1% | $6,710+158.9% |
| Admin fee / account holder | $1,827 | $11,591-84.2% | $8,252-77.9% | $11,403-84.0% |