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 | $614,817 | $127,065+383.9% | $113,168+443.3% | $142,382+331.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.19% | 24.03%-12.8pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,430 | $3,442-29.4% | $2,975-18.3% | $4,299-43.5% |
| Participant deferral / active EE | $4,717 | $5,716-17.5% | $5,107-7.6% | $6,507-27.5% |
| Admin fee / account holder | $24,297 | $15,736+54.4% | $12,068+101.3% | $12,624+92.5% |