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 | $663,221 | $117,983+462.1% | $101,794+551.5% | $142,382+365.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.27% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,711 | $2,773+106.0% | $2,289+149.5% | $4,299+32.8% |
| Participant deferral / active EE | $14,781 | $4,714+213.6% | $4,084+261.9% | $6,507+127.1% |
| Admin fee / account holder | $11,794 | $10,433+13.0% | $8,777+34.4% | $12,624-6.6% |