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 | $484,911 | $104,664+363.3% | $85,682+465.9% | $167,490+189.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.86% | 21.45%+1.4pp | 21.49%+1.4pp | 478.56%-455.7pp |
| Employer contribution / active EE | $4,054 | $3,337+21.5% | $2,618+54.8% | $4,837-16.2% |
| Participant deferral / active EE | $16,153 | $4,824+234.8% | $3,923+311.8% | $6,341+154.7% |
| Admin fee / account holder | $1,724 | $10,032-82.8% | $6,873-74.9% | $12,309-86.0% |