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 | $552,772 | $115,770+377.5% | $101,248+446.0% | $158,922+247.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.05% | 56.14%-47.1pp | 46.47%-37.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,580 | $4,175-14.3% | $3,660-2.2% | $4,761-24.8% |
| Participant deferral / active EE | $8,591 | $4,957+73.3% | $4,370+96.6% | $5,982+43.6% |
| Admin fee / account holder | $1,996 | $7,245-72.4% | $5,945-66.4% | $11,246-82.3% |