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 | $424,528 | $105,126+303.8% | $94,646+348.5% | $139,434+204.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 38.03%-23.1pp | 156.71%-141.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,163 | $4,106+123.2% | $3,672+149.5% | $4,751+92.9% |
| Participant deferral / active EE | $15,556 | $7,599+104.7% | $7,418+109.7% | $6,710+131.8% |
| Admin fee / account holder | $4,927 | $8,984-45.2% | $7,231-31.9% | $11,403-56.8% |