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 | $534,779 | $115,770+361.9% | $101,248+428.2% | $158,922+236.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.60% | 56.14%-47.5pp | 46.47%-37.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $22,458 | $4,175+438.0% | $3,660+513.7% | $4,761+371.7% |
| Participant deferral / active EE | $2,661 | $4,957-46.3% | $4,370-39.1% | $5,982-55.5% |
| Admin fee / account holder | $2,940 | $7,245-59.4% | $5,945-50.5% | $11,246-73.9% |