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 | $456,775 | $105,931+331.2% | $81,930+457.5% | $158,922+187.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.33% | 38.17%-25.8pp | 29.49%-17.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $11,644 | $7,800+49.3% | $4,310+170.2% | $4,761+144.6% |
| Participant deferral / active EE | $10,775 | $13,003-17.1% | $7,107+51.6% | $5,982+80.1% |
| Admin fee / account holder | $25,385 | $8,489+199.0% | $5,158+392.1% | $11,246+125.7% |