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 | $445,711 | $154,117+189.2% | $129,995+242.9% | $139,434+219.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,532 | $5,289-52.1% | $4,320-41.4% | $4,751-46.7% |
| Participant deferral / active EE | $9,022 | $6,710+34.4% | $5,820+55.0% | $6,710+34.4% |
| Admin fee / account holder | $2,247 | $14,007-84.0% | $10,614-78.8% | $11,403-80.3% |