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 | $421,464 | $162,781+158.9% | $133,956+214.6% | $158,922+165.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.56% | 41.94%-34.4pp | 45.09%-37.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $11,177 | $4,975+124.7% | $3,919+185.2% | $4,761+134.8% |
| Participant deferral / active EE | $7,722 | $5,911+30.6% | $5,048+53.0% | $5,982+29.1% |
| Admin fee / account holder | $31,722 | $11,736+170.3% | $8,927+255.3% | $11,246+182.1% |