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 | $768,477 | $86,286+790.6% | $111,297+590.5% | $85,850+795.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.24% | 19.99%-5.7pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $40,704 | $2,043+1892.1% | $2,731+1390.4% | $2,565+1486.8% |
| Participant deferral / active EE | $10,484 | $3,641+188.0% | $4,487+133.6% | $3,952+165.3% |
| Admin fee / account holder | $38,061 | $8,188+364.8% | $7,964+377.9% | $6,260+508.0% |