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 | $111,535+331.8% | $105,223+357.7% | $137,256+250.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.61% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,588 | $3,939+41.9% | $3,689+51.5% | $4,156+34.5% |
| Participant deferral / active EE | $12,172 | $5,500+121.3% | $5,072+140.0% | $6,407+90.0% |
| Admin fee / account holder | $2,257 | $9,721-76.8% | $8,859-74.5% | $12,270-81.6% |