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 | $432,592 | $105,931+308.4% | $81,930+428.0% | $158,922+172.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 25.45% | 38.17%-12.7pp | 29.49%-4.0pp | 302.83%-277.4pp |
| Employer contribution / active EE | $5,332 | $7,800-31.6% | $4,310+23.7% | $4,761+12.0% |
| Participant deferral / active EE | $16,479 | $13,003+26.7% | $7,107+131.9% | $5,982+175.5% |
| Admin fee / account holder | $125,870 | $8,489+1382.7% | $5,158+2340.3% | $11,246+1019.3% |