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 | $539,041 | $124,319+333.6% | $111,297+384.3% | $167,490+221.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.24% | 37.44%-27.2pp | 54.65%-44.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $11,412 | $3,435+232.2% | $2,731+317.9% | $4,837+135.9% |
| Participant deferral / active EE | $15,875 | $5,180+206.4% | $4,487+253.8% | $6,341+150.3% |
| Admin fee / account holder | $57,524 | $10,618+441.8% | $7,964+622.3% | $12,309+367.3% |