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 | $411,698 | $115,770+255.6% | $101,248+306.6% | $158,922+159.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.95% | 56.14%-40.2pp | 46.47%-30.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $15,756 | $4,175+277.4% | $3,660+330.6% | $4,761+230.9% |
| Participant deferral / active EE | $1,821 | $4,957-63.3% | $4,370-58.3% | $5,982-69.6% |
| Admin fee / account holder | $4,484 | $7,245-38.1% | $5,945-24.6% | $11,246-60.1% |