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 | $531,076 | $118,427+348.4% | $66,042+704.1% | $142,382+273.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 12.22% | 35.57%-23.3pp | 52.11%-39.9pp | 217.08%-204.9pp |
| Employer contribution / active EE | $27,217 | $2,570+959.2% | $1,579+1623.4% | $4,299+533.1% |
| Participant deferral / active EE | $8,416 | $4,311+95.2% | $2,835+196.8% | $6,507+29.3% |
| Admin fee / account holder | $4,043 | $9,593-57.9% | $5,747-29.7% | $12,624-68.0% |