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 | $823,819 | $127,065+548.3% | $113,168+628.0% | $142,382+478.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.84% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,225 | $3,442+22.7% | $2,975+42.0% | $4,299-1.7% |
| Participant deferral / active EE | $12,035 | $5,716+110.5% | $5,107+135.7% | $6,507+84.9% |
| Admin fee / account holder | $39,718 | $15,736+152.4% | $12,068+229.1% | $12,624+214.6% |