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 | $462,650 | $114,381+304.5% | $107,525+330.3% | $142,382+224.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.66% | 242.71%-231.0pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,433 | $4,015-39.4% | $3,754-35.2% | $4,299-43.4% |
| Participant deferral / active EE | $11,242 | $5,564+102.0% | $5,116+119.8% | $6,507+72.8% |
| Admin fee / account holder | $31,052 | $9,860+214.9% | $8,919+248.2% | $12,624+146.0% |