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 | $523,805 | $115,882+352.0% | $100,516+421.1% | $158,922+229.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.62% | 34.79%-21.2pp | 30.89%-17.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $20,771 | $4,103+406.2% | $3,418+507.8% | $4,761+336.3% |
| Participant deferral / active EE | $3,764 | $6,674-43.6% | $6,270-40.0% | $5,982-37.1% |
| Admin fee / account holder | $1,787 | $10,995-83.7% | $8,081-77.9% | $11,246-84.1% |