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 | $478,714 | $115,770+313.5% | $101,248+372.8% | $158,922+201.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.11% | 56.14%-42.0pp | 46.47%-32.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $7,143 | $4,175+71.1% | $3,660+95.2% | $4,761+50.0% |
| Participant deferral / active EE | $7,040 | $4,957+42.0% | $4,370+61.1% | $5,982+17.7% |
| Admin fee / account holder | $51,743 | $7,245+614.2% | $5,945+770.3% | $11,246+360.1% |