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 | $680,440 | $99,877+581.3% | $84,966+700.8% | $145,922+366.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.51% | 83.76%-71.2pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,455 | $3,231-55.0% | $2,727-46.7% | $4,660-68.8% |
| Participant deferral / active EE | $8,253 | $5,291+56.0% | $4,519+82.6% | $6,688+23.4% |
| Admin fee / account holder | $1,278 | $7,248-82.4% | $6,149-79.2% | $13,397-90.5% |