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 | $307,925 | $76,312+303.5% | $67,221+358.1% | $158,922+93.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.02% | 22.77%-9.8pp | 20.72%-7.7pp | 302.83%-289.8pp |
| Employer contribution / active EE | $29,463 | $4,476+558.2% | $3,723+691.3% | $4,761+518.8% |
| Participant deferral / active EE | $18,525 | $5,264+251.9% | $4,384+322.6% | $5,982+209.7% |
| Admin fee / account holder | $51,559 | $8,005+544.1% | $5,844+782.2% | $11,246+358.5% |