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 | $507,590 | $176,812+187.1% | $146,665+246.1% | $167,490+203.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.03% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $5,038 | $5,160-2.4% | $4,136+21.8% | $4,837+4.1% |
| Participant deferral / active EE | $9,468 | $6,440+47.0% | $5,506+72.0% | $6,341+49.3% |
| Admin fee / account holder | $26,510 | $13,259+99.9% | $10,280+157.9% | $12,309+115.4% |