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 | $422,036 | $110,261+282.8% | $95,745+340.8% | $139,434+202.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 27.11%-13.4pp | 28.35%-14.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,402 | $3,257+35.1% | $2,835+55.3% | $4,751-7.3% |
| Participant deferral / active EE | $15,383 | $4,676+229.0% | $4,245+262.4% | $6,710+129.2% |
| Admin fee / account holder | $16,007 | $6,613+142.0% | $5,678+181.9% | $11,403+40.4% |