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 | $492,185 | $163,101+201.8% | $136,749+259.9% | $142,382+245.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.56% | 27.54%-13.0pp | 24.33%-9.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,907 | $4,117+19.2% | $3,400+44.4% | $4,299+14.1% |
| Participant deferral / active EE | $21,639 | $5,585+287.5% | $4,692+361.2% | $6,507+232.5% |
| Admin fee / account holder | $4,253 | $14,318-70.3% | $11,386-62.6% | $12,624-66.3% |