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 | $449,170 | $104,251+330.9% | $91,001+393.6% | $147,584+204.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.72% | 27.06%-13.3pp | 4.60%+9.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,378 | $3,116+40.5% | $2,456+78.3% | $4,876-10.2% |
| Participant deferral / active EE | $9,368 | $4,195+123.3% | $3,547+164.1% | $5,439+72.2% |
| Admin fee / account holder | $163,660 | $8,948+1729.0% | $5,417+2921.1% | $10,885+1403.5% |