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 | $450,090 | $228,332+97.1% | $185,823+142.2% | $158,922+183.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.55% | 40.80%-28.3pp | 35.95%-23.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $12,310 | $4,967+147.9% | $4,087+201.2% | $4,761+158.6% |
| Participant deferral / active EE | $17,919 | $6,415+179.3% | $5,632+218.2% | $5,982+199.5% |
| Admin fee / account holder | $785 | $11,864-93.4% | $9,500-91.7% | $11,246-93.0% |