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 | $371,388 | $110,257+236.8% | $96,544+284.7% | $139,434+166.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.67% | 26.32%-11.6pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $15,411 | $3,620+325.7% | $2,965+419.8% | $4,751+224.4% |
| Participant deferral / active EE | $9,327 | $5,548+68.1% | $4,851+92.3% | $6,710+39.0% |
| Admin fee / account holder | $38,306 | $11,591+230.5% | $8,252+364.2% | $11,403+235.9% |