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 | $987,793 | $179,726+449.6% | $156,263+532.1% | $142,382+593.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.46% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,435 | $5,069-32.2% | $4,333-20.7% | $4,299-20.1% |
| Participant deferral / active EE | $7,003 | $6,956+0.7% | $6,158+13.7% | $6,507+7.6% |
| Admin fee / account holder | $106,732 | $17,272+517.9% | $14,255+648.8% | $12,624+745.5% |