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 | $448,229 | $155,788+187.7% | $124,672+259.5% | $167,490+167.6% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 17.49% | 17.97%-0.5pp | 5142.93%-5125.4pp | 478.56%-461.1pp |
| Employer contribution / active EE | $6,250 | $4,163+50.1% | $3,324+88.1% | $4,837+29.2% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,151 | $9,531-77.4% | $7,493-71.3% | $12,309-82.5% |