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 | $301,650 | $105,931+184.8% | $81,930+268.2% | $158,922+89.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.60% | 38.17%-25.6pp | 29.49%-16.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $19,304 | $7,800+147.5% | $4,310+347.9% | $4,761+305.5% |
| Participant deferral / active EE | $9,997 | $13,003-23.1% | $7,107+40.7% | $5,982+67.1% |
| Admin fee / account holder | $21,519 | $8,489+153.5% | $5,158+317.2% | $11,246+91.4% |