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 | $372,631 | $106,515+249.8% | $96,683+285.4% | $139,434+167.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $13,863 | $4,103+237.9% | $3,737+271.0% | $4,751+191.8% |
| Participant deferral / active EE | $8,210 | $5,454+50.5% | $4,878+68.3% | $6,710+22.4% |
| Admin fee / account holder | $101,212 | $7,877+1184.9% | $6,730+1404.0% | $11,403+787.6% |