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 | $417,950 | $127,065+228.9% | $113,168+269.3% | $142,382+193.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.56% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,739 | $3,442+66.7% | $2,975+92.9% | $4,299+33.5% |
| Participant deferral / active EE | $6,418 | $5,716+12.3% | $5,107+25.7% | $6,507-1.4% |
| Admin fee / account holder | $60,649 | $15,736+285.4% | $12,068+402.6% | $12,624+380.4% |