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 | $437,791 | $124,281+252.3% | $109,143+301.1% | $167,490+161.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 39.07% | 26.04%+13.0pp | 25.75%+13.3pp | 478.56%-439.5pp |
| Employer contribution / active EE | $24,026 | $4,207+471.1% | $3,722+545.5% | $4,837+396.7% |
| Participant deferral / active EE | $8,667 | $5,255+64.9% | $4,653+86.3% | $6,341+36.7% |
| Admin fee / account holder | $10,172 | $7,970+27.6% | $6,752+50.7% | $12,309-17.4% |