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 | $460,339 | $99,918+360.7% | $81,382+465.7% | $145,922+215.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 34.32%-19.7pp | 24.73%-10.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $783 | $2,978-73.7% | $2,463-68.2% | $4,660-83.2% |
| Participant deferral / active EE | $6,750 | $4,605+46.6% | $3,883+73.8% | $6,688+0.9% |
| Admin fee / account holder | $252,735 | $8,212+2977.6% | $5,768+4281.3% | $13,397+1786.5% |