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 | $400,501 | $118,680+237.5% | $98,907+304.9% | $158,922+152.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.62% | 372.35%-360.7pp | 196.43%-184.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $3,317 | $3,333-0.5% | $2,689+23.4% | $4,761-30.3% |
| Participant deferral / active EE | $13,287 | $5,088+161.1% | $4,244+213.0% | $5,982+122.1% |
| Admin fee / account holder | $47,341 | $10,131+367.3% | $6,642+612.8% | $11,246+321.0% |