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 | $585,247 | $100,901+480.0% | $75,670+673.4% | $147,584+296.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 9.47% | 35.78%-26.3pp | 27.34%-17.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,905 | $3,253-10.7% | $2,352+23.5% | $4,876-40.4% |
| Participant deferral / active EE | $5,155 | $4,027+28.0% | $3,142+64.1% | $5,439-5.2% |
| Admin fee / account holder | $10,015 | $11,285-11.3% | $5,800+72.7% | $10,885-8.0% |