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 | $423,552 | $124,281+240.8% | $109,143+288.1% | $167,490+152.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.56% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,757 | $4,207+13.1% | $3,722+27.8% | $4,837-1.7% |
| Participant deferral / active EE | $14,087 | $5,255+168.1% | $4,653+202.7% | $6,341+122.1% |
| Admin fee / account holder | $15,284 | $7,970+91.8% | $6,752+126.4% | $12,309+24.2% |