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 | $462,837 | $127,065+264.3% | $113,168+309.0% | $142,382+225.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.43% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $11,287 | $3,442+227.9% | $2,975+279.4% | $4,299+162.6% |
| Participant deferral / active EE | $14,368 | $5,716+151.3% | $5,107+181.3% | $6,507+120.8% |
| Admin fee / account holder | $3,523 | $15,736-77.6% | $12,068-70.8% | $12,624-72.1% |