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 | $881,665 | $162,781+441.6% | $133,956+558.2% | $158,922+454.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.76% | 41.94%-21.2pp | 45.09%-24.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $11,111 | $4,975+123.3% | $3,919+183.5% | $4,761+133.4% |
| Participant deferral / active EE | $10,442 | $5,911+76.7% | $5,048+106.9% | $5,982+74.5% |
| Admin fee / account holder | $6,620 | $11,736-43.6% | $8,927-25.8% | $11,246-41.1% |