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 | $250,451 | $154,365+62.2% | $130,231+92.3% | $139,434+79.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 16.66% | 30.34%-13.7pp | 38.77%-22.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,867 | $5,170+13.5% | $4,126+42.2% | $4,751+23.5% |
| Participant deferral / active EE | $17,058 | $8,498+100.7% | $6,799+150.9% | $6,710+154.2% |
| Admin fee / account holder | $42,151 | $9,214+357.5% | $6,020+600.2% | $11,403+269.7% |