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 | $404,991 | $124,281+225.9% | $109,143+271.1% | $167,490+141.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.72% | 26.04%-5.3pp | 25.75%-5.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $19,444 | $4,207+362.2% | $3,722+422.4% | $4,837+302.0% |
| Participant deferral / active EE | $8,226 | $5,255+56.5% | $4,653+76.8% | $6,341+29.7% |
| Admin fee / account holder | $914 | $7,970-88.5% | $6,752-86.5% | $12,309-92.6% |