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 | $403,486 | $85,022+374.6% | $70,515+472.2% | $139,434+189.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.39% | 30.38%-16.0pp | 32.77%-18.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,750 | $3,909-4.1% | $2,973+26.1% | $4,751-21.1% |
| Participant deferral / active EE | $14,250 | $5,890+141.9% | $4,567+212.0% | $6,710+112.4% |
| Admin fee / account holder | $12,032 | $8,906+35.1% | $6,412+87.6% | $11,403+5.5% |