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 | $817,864 | $124,281+558.1% | $109,143+649.4% | $167,490+388.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.66% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,181 | $4,207-48.2% | $3,722-41.4% | $4,837-54.9% |
| Participant deferral / active EE | $14,560 | $5,255+177.1% | $4,653+212.9% | $6,341+129.6% |
| Admin fee / account holder | $4,562 | $7,970-42.8% | $6,752-32.4% | $12,309-62.9% |