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 | $539,491 | $87,166+518.9% | $76,735+603.1% | $137,256+293.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.32% | 26.50%-11.2pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,274 | $2,904+47.2% | $2,454+74.1% | $4,156+2.8% |
| Participant deferral / active EE | $12,300 | $4,726+160.3% | $4,088+200.9% | $6,407+92.0% |
| Admin fee / account holder | $3,653 | $8,403-56.5% | $7,189-49.2% | $12,270-70.2% |