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 | $571,060 | $111,814+410.7% | $103,374+452.4% | $145,959+291.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.17% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $5,796 | $4,214+37.5% | $3,869+49.8% | $4,661+24.3% |
| Participant deferral / active EE | $16,906 | $5,618+200.9% | $5,058+234.3% | $6,689+152.8% |
| Admin fee / account holder | $91,309 | $9,754+836.1% | $8,394+987.8% | $13,398+581.5% |