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 | $360,736 | $112,096+221.8% | $95,952+276.0% | $158,922+127.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.37% | 171.09%-162.7pp | 91.61%-83.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $7,788 | $3,198+143.5% | $2,541+206.5% | $4,761+63.6% |
| Participant deferral / active EE | $3,202 | $4,784-33.1% | $4,167-23.2% | $5,982-46.5% |
| Admin fee / account holder | $74,565 | $10,130+636.1% | $6,795+997.3% | $11,246+563.1% |