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 | $813,604 | $127,065+540.3% | $113,168+618.9% | $142,382+471.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.86% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $21,026 | $3,442+510.8% | $2,975+606.7% | $4,299+389.1% |
| Participant deferral / active EE | $5,875 | $5,716+2.8% | $5,107+15.0% | $6,507-9.7% |
| Admin fee / account holder | $27,943 | $15,736+77.6% | $12,068+131.6% | $12,624+121.4% |