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 | $418,607 | $105,126+298.2% | $94,646+342.3% | $139,434+200.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 38.03%-20.2pp | 156.71%-138.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,909 | $4,106-53.5% | $3,672-48.0% | $4,751-59.8% |
| Participant deferral / active EE | $10,852 | $7,599+42.8% | $7,418+46.3% | $6,710+61.7% |
| Admin fee / account holder | $494 | $8,984-94.5% | $7,231-93.2% | $11,403-95.7% |