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 | $418,334 | $124,319+236.5% | $111,297+275.9% | $167,490+149.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.24% | 37.44%-21.2pp | 54.65%-38.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $6,652 | $3,435+93.6% | $2,731+143.6% | $4,837+37.5% |
| Participant deferral / active EE | $9,220 | $5,180+78.0% | $4,487+105.5% | $6,341+45.4% |
| Admin fee / account holder | $8,317 | $10,618-21.7% | $7,964+4.4% | $12,309-32.4% |