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 | $455,331 | $93,571+386.6% | $135,903+235.0% | $75,163+505.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $28,409 | $3,537+703.3% | $4,856+485.0% | $2,670+964.1% |
| Participant deferral / active EE | $13,377 | $6,404+108.9% | $7,758+72.4% | $4,125+224.3% |
| Admin fee / account holder | $114,267 | $6,975+1538.1% | $10,762+961.8% | $5,651+1922.1% |