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 | $380,674 | $106,515+257.4% | $96,683+293.7% | $139,434+173.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.35% | 38.43%-14.1pp | 35.69%-11.3pp | 372.94%-348.6pp |
| Employer contribution / active EE | $5,000 | $4,103+21.9% | $3,737+33.8% | $4,751+5.2% |
| Participant deferral / active EE | $12,232 | $5,454+124.3% | $4,878+150.7% | $6,710+82.3% |
| Admin fee / account holder | $8,107 | $7,877+2.9% | $6,730+20.5% | $11,403-28.9% |