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 | $644,686 | $127,065+407.4% | $113,168+469.7% | $142,382+352.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.92% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,698 | $3,442-21.6% | $2,975-9.3% | $4,299-37.2% |
| Participant deferral / active EE | $8,440 | $5,716+47.6% | $5,107+65.3% | $6,507+29.7% |
| Admin fee / account holder | $44,448 | $15,736+182.5% | $12,068+268.3% | $12,624+252.1% |