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 | $482,838 | $163,101+196.0% | $136,749+253.1% | $142,382+239.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.57% | 27.54%-15.0pp | 24.33%-11.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,189 | $4,117-71.1% | $3,400-65.0% | $4,299-72.4% |
| Participant deferral / active EE | $9,914 | $5,585+77.5% | $4,692+111.3% | $6,507+52.4% |
| Admin fee / account holder | $3,168 | $14,318-77.9% | $11,386-72.2% | $12,624-74.9% |