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 | $470,542 | $162,781+189.1% | $133,956+251.3% | $158,922+196.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.43% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $5,287 | $4,975+6.3% | $3,919+34.9% | $4,761+11.0% |
| Participant deferral / active EE | $13,937 | $5,911+135.8% | $5,048+176.1% | $5,982+133.0% |
| Admin fee / account holder | $405 | $11,736-96.6% | $8,927-95.5% | $11,246-96.4% |