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 | $462,066 | $111,754+313.5% | $103,333+347.2% | $145,922+216.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.24% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $7,520 | $4,212+78.5% | $3,868+94.4% | $4,660+61.4% |
| Participant deferral / active EE | $8,558 | $5,619+52.3% | $5,057+69.2% | $6,688+28.0% |
| Admin fee / account holder | $4,930 | $9,750-49.4% | $8,355-41.0% | $13,397-63.2% |