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 | $485,377 | $116,175+317.8% | $93,606+418.5% | $152,861+217.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.46% | 35.96%-16.5pp | 32.76%-13.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $15,239 | $3,218+373.5% | $2,718+460.7% | $4,762+220.0% |
| Participant deferral / active EE | $9,883 | $4,603+114.7% | $4,069+142.9% | $5,850+68.9% |
| Admin fee / account holder | $68,067 | $10,748+533.3% | $7,888+762.9% | $11,596+487.0% |