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 | $490,944 | $112,096+338.0% | $95,952+411.7% | $158,922+208.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.98% | 171.09%-162.1pp | 91.61%-82.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $37,000 | $3,198+1057.0% | $2,541+1356.1% | $4,761+677.1% |
| Participant deferral / active EE | $23,833 | $4,784+398.2% | $4,167+472.0% | $5,982+298.4% |
| Admin fee / account holder | $3,810 | $10,130-62.4% | $6,795-43.9% | $11,246-66.1% |