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 | $554,332 | $127,777+333.8% | $106,548+420.3% | $167,490+231.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.00% | 33.87%-24.9pp | 26.80%-17.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $4,198 | $3,427+22.5% | $2,819+48.9% | $4,837-13.2% |
| Participant deferral / active EE | $5,702 | $5,087+12.1% | $4,398+29.6% | $6,341-10.1% |
| Admin fee / account holder | $31,135 | $11,228+177.3% | $7,407+320.3% | $12,309+152.9% |