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 | $527,111 | $127,065+314.8% | $113,168+365.8% | $142,382+270.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.58% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,045 | $3,442-11.5% | $2,975+2.4% | $4,299-29.2% |
| Participant deferral / active EE | $3,843 | $5,716-32.8% | $5,107-24.8% | $6,507-40.9% |
| Admin fee / account holder | $7,646 | $15,736-51.4% | $12,068-36.6% | $12,624-39.4% |