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 | $852,024 | $111,754+662.4% | $103,333+724.5% | $145,922+483.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.95% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $4,346 | $4,212+3.2% | $3,868+12.4% | $4,660-6.7% |
| Participant deferral / active EE | $12,946 | $5,619+130.4% | $5,057+156.0% | $6,688+93.6% |
| Admin fee / account holder | $254,775 | $9,750+2513.0% | $8,355+2949.5% | $13,397+1801.7% |