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 | $387,648 | $124,281+211.9% | $109,143+255.2% | $167,490+131.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.82% | 26.04%-16.2pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,125 | $4,207-49.5% | $3,722-42.9% | $4,837-56.1% |
| Participant deferral / active EE | $10,686 | $5,255+103.3% | $4,653+129.7% | $6,341+68.5% |
| Admin fee / account holder | $1,605 | $7,970-79.9% | $6,752-76.2% | $12,309-87.0% |