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 | $452,364 | $110,257+310.3% | $96,544+368.6% | $139,434+224.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.98% | 26.32%-13.3pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $7,262 | $3,620+100.6% | $2,965+144.9% | $4,751+52.9% |
| Participant deferral / active EE | $19,000 | $5,548+242.5% | $4,851+291.7% | $6,710+183.2% |
| Admin fee / account holder | $43,146 | $11,591+272.2% | $8,252+422.8% | $11,403+278.4% |