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 | $476,216 | $110,257+331.9% | $96,544+393.3% | $139,434+241.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.02% | 26.32%-10.3pp | 25.84%-9.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $30,667 | $3,620+747.2% | $2,965+934.3% | $4,751+545.5% |
| Participant deferral / active EE | $9,600 | $5,548+73.0% | $4,851+97.9% | $6,710+43.1% |
| Admin fee / account holder | $59,920 | $11,591+416.9% | $8,252+626.1% | $11,403+425.5% |