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 | $389,280 | $124,281+213.2% | $109,143+256.7% | $167,490+132.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.42% | 26.04%-4.6pp | 25.75%-4.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $11,081 | $4,207+163.4% | $3,722+197.7% | $4,837+129.1% |
| Participant deferral / active EE | $9,657 | $5,255+83.8% | $4,653+107.5% | $6,341+52.3% |
| Admin fee / account holder | $38,774 | $7,970+386.5% | $6,752+474.2% | $12,309+215.0% |