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 | $538,367 | $115,770+365.0% | $101,248+431.7% | $158,922+238.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.37% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.5pp |
| Employer contribution / active EE | $20,011 | $4,175+379.4% | $3,660+446.8% | $4,761+320.3% |
| Participant deferral / active EE | $7,637 | $4,957+54.1% | $4,370+74.8% | $5,982+27.7% |
| Admin fee / account holder | $3,245 | $7,245-55.2% | $5,945-45.4% | $11,246-71.1% |