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 | $625,954 | $114,381+447.3% | $107,525+482.1% | $142,382+339.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.46% | 242.71%-226.2pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,401 | $4,015+109.2% | $3,754+123.8% | $4,299+95.4% |
| Participant deferral / active EE | $4,897 | $5,564-12.0% | $5,116-4.3% | $6,507-24.7% |
| Admin fee / account holder | $6,855 | $9,860-30.5% | $8,919-23.1% | $12,624-45.7% |