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 | $408,713 | $99,877+309.2% | $84,966+381.0% | $145,922+180.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.30% | 83.76%-73.5pp | 66.38%-56.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,689 | $3,231+76.1% | $2,727+108.6% | $4,660+22.1% |
| Participant deferral / active EE | $14,167 | $5,291+167.8% | $4,519+213.5% | $6,688+111.8% |
| Admin fee / account holder | $18,032 | $7,248+148.8% | $6,149+193.3% | $13,397+34.6% |