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 | $471,531 | $118,680+297.3% | $98,907+376.7% | $158,922+196.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.24% | 372.35%-365.1pp | 196.43%-189.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $10,752 | $3,333+222.6% | $2,689+299.9% | $4,761+125.8% |
| Participant deferral / active EE | $10,396 | $5,088+104.3% | $4,244+144.9% | $5,982+73.8% |
| Admin fee / account holder | $13,904 | $10,131+37.2% | $6,642+109.3% | $11,246+23.6% |