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 | $480,201 | $110,261+335.5% | $95,745+401.5% | $139,434+244.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.53% | 27.11%-2.6pp | 28.35%-3.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $17,686 | $3,257+443.0% | $2,835+524.0% | $4,751+272.3% |
| Participant deferral / active EE | $14,714 | $4,676+214.7% | $4,245+246.7% | $6,710+119.3% |
| Admin fee / account holder | $79,455 | $6,613+1101.5% | $5,678+1299.4% | $11,403+596.8% |