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 | $444,367 | $115,882+283.5% | $100,516+342.1% | $158,922+179.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.92% | 34.79%-25.9pp | 30.89%-22.0pp | 302.83%-293.9pp |
| Employer contribution / active EE | $34,700 | $4,103+745.7% | $3,418+915.4% | $4,761+628.8% |
| Participant deferral / active EE | $23,400 | $6,674+250.6% | $6,270+273.2% | $5,982+291.2% |
| Admin fee / account holder | $1,989 | $10,995-81.9% | $8,081-75.4% | $11,246-82.3% |