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 | $476,241 | $115,770+311.4% | $101,248+370.4% | $158,922+199.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.37% | 56.14%-34.8pp | 46.47%-25.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $25,108 | $4,175+501.5% | $3,660+586.1% | $4,761+427.4% |
| Participant deferral / active EE | $11,093 | $4,957+123.8% | $4,370+153.8% | $5,982+85.4% |
| Admin fee / account holder | $4,070 | $7,245-43.8% | $5,945-31.5% | $11,246-63.8% |