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 | $507,560 | $114,381+343.7% | $107,525+372.0% | $142,382+256.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.09% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,530 | $4,015+37.8% | $3,754+47.3% | $4,299+28.6% |
| Participant deferral / active EE | $28,063 | $5,564+404.3% | $5,116+448.6% | $6,507+331.3% |
| Admin fee / account holder | $6,384 | $9,860-35.3% | $8,919-28.4% | $12,624-49.4% |