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 | $434,336 | $114,237+280.2% | $119,258+264.2% | $167,490+159.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 25.63% | 29.87%-4.2pp | 30.69%-5.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $12,438 | $4,481+177.6% | $4,384+183.7% | $4,837+157.1% |
| Participant deferral / active EE | $9,435 | $6,084+55.1% | $6,111+54.4% | $6,341+48.8% |
| Admin fee / account holder | $1,349 | $8,932-84.9% | $7,226-81.3% | $12,309-89.0% |