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 | $456,776 | $124,319+267.4% | $111,297+310.4% | $167,490+172.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.68% | 37.44%-24.8pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $9,165 | $3,435+166.8% | $2,731+235.6% | $4,837+89.5% |
| Participant deferral / active EE | $6,697 | $5,180+29.3% | $4,487+49.2% | $6,341+5.6% |
| Admin fee / account holder | $35,560 | $10,618+234.9% | $7,964+346.5% | $12,309+188.9% |