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 | $497,825 | $111,754+345.5% | $103,333+381.8% | $145,922+241.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 14.37% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,667 | $4,212-60.4% | $3,868-56.9% | $4,660-64.2% |
| Participant deferral / active EE | $3,847 | $5,619-31.5% | $5,057-23.9% | $6,688-42.5% |
| Admin fee / account holder | $65,442 | $9,750+571.2% | $8,355+683.3% | $13,397+388.5% |