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 | $393,427 | $100,773+290.4% | $88,946+342.3% | $142,382+176.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.85% | 70.18%-59.3pp | 57.82%-47.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $32,000 | $2,918+996.8% | $2,555+1152.5% | $4,299+644.3% |
| Participant deferral / active EE | $34,750 | $5,230+564.4% | $4,581+658.5% | $6,507+434.0% |
| Admin fee / account holder | $204,134 | $9,693+2006.0% | $8,261+2371.1% | $12,624+1517.1% |