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 | $420,919 | $172,111+144.6% | $150,298+180.1% | $137,256+206.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.34% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $7,659 | $4,636+65.2% | $4,154+84.4% | $4,156+84.3% |
| Participant deferral / active EE | $22,148 | $6,166+259.2% | $5,453+306.2% | $6,407+245.7% |
| Admin fee / account holder | $135,494 | $16,471+722.6% | $14,116+859.9% | $12,270+1004.3% |