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 | $555,462 | $117,841+371.4% | $102,423+442.3% | $145,922+280.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,095 | $3,615-14.4% | $3,023+2.4% | $4,660-33.6% |
| Participant deferral / active EE | $9,018 | $5,731+57.4% | $5,053+78.5% | $6,688+34.8% |
| Admin fee / account holder | $7,560 | $13,326-43.3% | $9,451-20.0% | $13,397-43.6% |