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 | $523,993 | $124,281+321.6% | $109,143+380.1% | $167,490+212.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.16% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $18,356 | $4,207+336.3% | $3,722+393.2% | $4,837+279.4% |
| Participant deferral / active EE | $14,807 | $5,255+181.8% | $4,653+218.2% | $6,341+133.5% |
| Admin fee / account holder | $1,993 | $7,970-75.0% | $6,752-70.5% | $12,309-83.8% |