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 | $447,759 | $154,117+190.5% | $129,995+244.4% | $139,434+221.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.75% | 32.48%-8.7pp | -137.18%+160.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,033 | $5,289-61.6% | $4,320-52.9% | $4,751-57.2% |
| Participant deferral / active EE | $6,238 | $6,710-7.0% | $5,820+7.2% | $6,710-7.0% |
| Admin fee / account holder | $532,198 | $14,007+3699.6% | $10,614+4913.9% | $11,403+4567.4% |