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 | $413,744 | $115,882+257.0% | $100,516+311.6% | $158,922+160.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.68% | 34.79%-19.1pp | 30.89%-15.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $8,483 | $4,103+106.7% | $3,418+148.2% | $4,761+78.2% |
| Participant deferral / active EE | $19,672 | $6,674+194.7% | $6,270+213.8% | $5,982+228.8% |
| Admin fee / account holder | $121,087 | $10,995+1001.2% | $8,081+1398.4% | $11,246+976.7% |