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 | $481,648 | $114,381+321.1% | $107,525+347.9% | $142,382+238.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.61% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,588 | $4,015+39.2% | $3,754+48.9% | $4,299+30.0% |
| Participant deferral / active EE | $12,172 | $5,564+118.8% | $5,116+137.9% | $6,507+87.1% |
| Admin fee / account holder | $2,257 | $9,860-77.1% | $8,919-74.7% | $12,624-82.1% |