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 | $470,506 | $111,754+321.0% | $103,333+355.3% | $145,922+222.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.15% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $16,543 | $4,212+292.7% | $3,868+327.7% | $4,660+255.0% |
| Participant deferral / active EE | $10,476 | $5,619+86.5% | $5,057+107.1% | $6,688+56.6% |
| Admin fee / account holder | $17,564 | $9,750+80.1% | $8,355+110.2% | $13,397+31.1% |