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 | $523,151 | $210,408+148.6% | $153,485+240.8% | $145,922+258.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 37.70% | 13.37%+24.3pp | 15.65%+22.0pp | 561.29%-523.6pp |
| Employer contribution / active EE | $5,487 | $6,048-9.3% | $5,039+8.9% | $4,660+17.7% |
| Participant deferral / active EE | $22,880 | $7,975+186.9% | $6,757+238.6% | $6,688+242.1% |
| Admin fee / account holder | $9,200 | $19,419-52.6% | $12,724-27.7% | $13,397-31.3% |