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 | $454,103 | $127,065+257.4% | $113,168+301.3% | $142,382+218.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.76% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $21,418 | $3,442+522.2% | $2,975+619.9% | $4,299+398.2% |
| Participant deferral / active EE | $6,726 | $5,716+17.7% | $5,107+31.7% | $6,507+3.4% |
| Admin fee / account holder | $3,464 | $15,736-78.0% | $12,068-71.3% | $12,624-72.6% |