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 | $438,841 | $114,381+283.7% | $107,525+308.1% | $142,382+208.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.36% | 242.71%-228.3pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,836 | $4,015-29.3% | $3,754-24.4% | $4,299-34.0% |
| Participant deferral / active EE | $26,500 | $5,564+376.3% | $5,116+418.0% | $6,507+307.2% |
| Admin fee / account holder | $1,052 | $9,860-89.3% | $8,919-88.2% | $12,624-91.7% |