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 | $527,606 | $111,754+372.1% | $103,333+410.6% | $145,922+261.6% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.39% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $18,896 | $4,212+348.6% | $3,868+388.6% | $4,660+305.5% |
| Participant deferral / active EE | $13,634 | $5,619+142.7% | $5,057+169.6% | $6,688+103.9% |
| Admin fee / account holder | $20,953 | $9,750+114.9% | $8,355+150.8% | $13,397+56.4% |