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 9-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 | $552,669 | $104,974+426.5% | $95,585+478.2% | $142,382+288.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.87% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,215 | $2,779-56.3% | $2,527-51.9% | $4,299-71.7% |
| Participant deferral / active EE | $27,250 | $4,352+526.2% | $4,023+577.4% | $6,507+318.8% |
| Admin fee / account holder | $6,136 | $6,386-3.9% | $6,127+0.1% | $12,624-51.4% |