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 | $409,200 | $106,515+284.2% | $96,683+323.2% | $139,434+193.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.00% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $22,787 | $4,103+455.4% | $3,737+509.8% | $4,751+379.6% |
| Participant deferral / active EE | $14,670 | $5,454+169.0% | $4,878+200.7% | $6,710+118.6% |
| Admin fee / account holder | $842 | $7,877-89.3% | $6,730-87.5% | $11,403-92.6% |