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 | $501,071 | $111,754+348.4% | $103,333+384.9% | $145,922+243.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $7,939 | $4,212+88.5% | $3,868+105.3% | $4,660+70.4% |
| Participant deferral / active EE | $11,065 | $5,619+96.9% | $5,057+118.8% | $6,688+65.5% |
| Admin fee / account holder | $41,765 | $9,750+328.3% | $8,355+399.9% | $13,397+211.7% |