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 | $554,632 | $111,754+396.3% | $103,333+436.7% | $145,922+280.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.17% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $13,288 | $4,212+215.4% | $3,868+243.6% | $4,660+185.2% |
| Participant deferral / active EE | $9,905 | $5,619+76.3% | $5,057+95.8% | $6,688+48.1% |
| Admin fee / account holder | $115,572 | $9,750+1085.3% | $8,355+1283.3% | $13,397+762.7% |