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 | $473,995 | $104,664+352.9% | $85,682+453.2% | $167,490+183.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.28% | 21.45%-6.2pp | 21.49%-6.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,568 | $3,337-23.0% | $2,618-1.9% | $4,837-46.9% |
| Participant deferral / active EE | $22,405 | $4,824+364.4% | $3,923+471.2% | $6,341+253.3% |
| Admin fee / account holder | $402 | $10,032-96.0% | $6,873-94.2% | $12,309-96.7% |