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 | $412,894 | $115,770+256.7% | $101,248+307.8% | $158,922+159.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.35% | 56.14%-46.8pp | 46.47%-37.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $9,857 | $4,175+136.1% | $3,660+169.3% | $4,761+107.0% |
| Participant deferral / active EE | $12,026 | $4,957+142.6% | $4,370+175.2% | $5,982+101.0% |
| Admin fee / account holder | $13,721 | $7,245+89.4% | $5,945+130.8% | $11,246+22.0% |