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 | $376,542 | $117,381+220.8% | $99,443+278.7% | $152,861+146.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 10.35% | 31.87%-21.5pp | 30.72%-20.4pp | 345.32%-335.0pp |
| Employer contribution / active EE | $18,557 | $3,013+516.0% | $2,540+630.7% | $4,762+289.7% |
| Participant deferral / active EE | $2,662 | $4,086-34.8% | $3,619-26.4% | $5,850-54.5% |
| Admin fee / account holder | $17,350 | $7,631+127.4% | $6,250+177.6% | $11,596+49.6% |