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 | $444,560 | $127,264+249.3% | $109,895+304.5% | $167,490+165.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.34% | 22.97%-3.6pp | 29.45%-10.1pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,476 | $3,322+4.6% | $2,842+22.3% | $4,837-28.2% |
| Participant deferral / active EE | $9,873 | $4,514+118.7% | $4,048+143.9% | $6,341+55.7% |
| Admin fee / account holder | $3,593 | $7,114-49.5% | $6,066-40.8% | $12,309-70.8% |