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 | $793,838 | $127,065+524.7% | $113,168+601.5% | $142,382+457.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.09% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $16,291 | $3,442+373.3% | $2,975+447.6% | $4,299+278.9% |
| Participant deferral / active EE | $21,467 | $5,716+275.5% | $5,107+320.4% | $6,507+229.9% |
| Admin fee / account holder | $4,135 | $15,736-73.7% | $12,068-65.7% | $12,624-67.2% |