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 | $725,295 | $124,281+483.6% | $109,143+564.5% | $167,490+333.0% |
| Participation rate | 77.3% | 79.4%-2.2pp | 75.9%+1.4pp | 82.1%-4.8pp |
| Annual return | 18.25% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,664 | $4,207-12.9% | $3,722-1.6% | $4,837-24.3% |
| Participant deferral / active EE | $15,473 | $5,255+194.4% | $4,653+232.5% | $6,341+144.0% |
| Admin fee / account holder | $4,219 | $7,970-47.1% | $6,752-37.5% | $12,309-65.7% |