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 | $516,926 | $81,632+533.2% | $70,449+633.8% | $158,922+225.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.73% | 208.40%-193.7pp | 109.03%-94.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,113 | $3,217-3.2% | $2,737+13.8% | $4,761-34.6% |
| Participant deferral / active EE | $12,742 | $4,554+179.8% | $3,709+243.6% | $5,982+113.0% |
| Admin fee / account holder | $5,696 | $6,193-8.0% | $3,845+48.1% | $11,246-49.3% |