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 | $480,131 | $154,117+211.5% | $129,995+269.3% | $139,434+244.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.04% | 32.48%-17.4pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,270 | $5,289+37.5% | $4,320+68.3% | $4,751+53.0% |
| Participant deferral / active EE | $16,177 | $6,710+141.1% | $5,820+178.0% | $6,710+141.1% |
| Admin fee / account holder | $31,716 | $14,007+126.4% | $10,614+198.8% | $11,403+178.1% |