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 | $467,098 | $114,381+308.4% | $107,525+334.4% | $142,382+228.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.79% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $9,518 | $4,015+137.1% | $3,754+153.6% | $4,299+121.4% |
| Participant deferral / active EE | $3,619 | $5,564-35.0% | $5,116-29.3% | $6,507-44.4% |
| Admin fee / account holder | $17,240 | $9,860+74.8% | $8,919+93.3% | $12,624+36.6% |