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 | $433,533 | $108,912+298.1% | $100,383+331.9% | $145,959+197.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 57.96%-44.7pp | 49.26%-36.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,590 | $4,423-41.4% | $3,944-34.3% | $4,661-44.4% |
| Participant deferral / active EE | $13,537 | $8,451+60.2% | $8,086+67.4% | $6,689+102.4% |
| Admin fee / account holder | $3,972 | $9,690-59.0% | $7,900-49.7% | $13,398-70.4% |