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 | $528,364 | $165,984+218.3% | $164,813+220.6% | $145,922+262.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.13% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,623 | $5,273-69.2% | $4,341-62.6% | $4,660-65.2% |
| Participant deferral / active EE | $10,797 | $6,959+55.2% | $6,031+79.0% | $6,688+61.4% |
| Admin fee / account holder | $37,905 | $16,648+127.7% | $12,690+198.7% | $13,397+182.9% |