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 | $484,897 | $101,069+379.8% | $81,478+495.1% | $147,584+228.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 24.64% | 32.40%-7.8pp | 38.78%-14.1pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,588 | $3,205-50.5% | $2,568-38.2% | $4,876-67.4% |
| Participant deferral / active EE | $1,588 | $4,242-62.6% | $3,537-55.1% | $5,439-70.8% |
| Admin fee / account holder | $7,000 | $5,812+20.4% | $4,561+53.5% | $10,885-35.7% |