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 | $415,352 | $117,859+252.4% | $102,438+305.5% | $145,959+184.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.19% | 31.72%-18.5pp | 29.37%-16.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $4,533 | $3,615+25.4% | $3,024+49.9% | $4,661-2.7% |
| Participant deferral / active EE | $13,998 | $5,732+144.2% | $5,054+177.0% | $6,689+109.3% |
| Admin fee / account holder | $37,956 | $13,318+185.0% | $9,448+301.7% | $13,398+183.3% |