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 | $455,136 | $124,281+266.2% | $109,143+317.0% | $167,490+171.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.40% | 26.04%-12.6pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,852 | $4,207+15.3% | $3,722+30.4% | $4,837+0.3% |
| Participant deferral / active EE | $8,511 | $5,255+62.0% | $4,653+82.9% | $6,341+34.2% |
| Admin fee / account holder | $58,923 | $7,970+639.3% | $6,752+772.6% | $12,309+378.7% |