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 | $412,345 | $85,022+385.0% | $70,515+484.8% | $139,434+195.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.15% | 30.38%-18.2pp | 32.77%-20.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $19,451 | $3,909+397.6% | $2,973+554.2% | $4,751+309.4% |
| Participant deferral / active EE | $5,066 | $5,890-14.0% | $4,567+10.9% | $6,710-24.5% |
| Admin fee / account holder | $27,099 | $8,906+204.3% | $6,412+322.6% | $11,403+137.7% |