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 | $462,276 | $115,770+299.3% | $101,248+356.6% | $158,922+190.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 51.68% | 56.14%-4.5pp | 46.47%+5.2pp | 302.83%-251.1pp |
| Employer contribution / active EE | $1,600 | $4,175-61.7% | $3,660-56.3% | $4,761-66.4% |
| Participant deferral / active EE | $26,000 | $4,957+424.5% | $4,370+494.9% | $5,982+334.6% |
| Admin fee / account holder | $1,814 | $7,245-75.0% | $5,945-69.5% | $11,246-83.9% |