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 | $422,353 | $127,065+232.4% | $113,168+273.2% | $142,382+196.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.68% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $20,532 | $3,442+496.5% | $2,975+590.1% | $4,299+377.6% |
| Participant deferral / active EE | $9,723 | $5,716+70.1% | $5,107+90.4% | $6,507+49.4% |
| Admin fee / account holder | $2,427 | $15,736-84.6% | $12,068-79.9% | $12,624-80.8% |