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 | $489,282 | $118,450+313.1% | $98,439+397.0% | $139,434+250.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.94% | 18.94%-2.0pp | 21.16%-4.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $23,762 | $3,609+558.4% | $3,048+679.6% | $4,751+400.2% |
| Participant deferral / active EE | $14,813 | $5,392+174.7% | $4,738+212.6% | $6,710+120.7% |
| Admin fee / account holder | $71,504 | $14,026+409.8% | $8,948+699.1% | $11,403+527.1% |