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 5-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 | $478,035 | $127,065+276.2% | $113,168+322.4% | $142,382+235.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.11% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,981 | $3,442+44.7% | $2,975+67.4% | $4,299+15.9% |
| Participant deferral / active EE | $7,484 | $5,716+30.9% | $5,107+46.5% | $6,507+15.0% |
| Admin fee / account holder | $7,504 | $15,736-52.3% | $12,068-37.8% | $12,624-40.6% |