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 | $567,360 | $99,020+473.0% | $86,590+555.2% | $147,584+284.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.35% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $16,186 | $3,132+416.8% | $2,839+470.1% | $4,876+231.9% |
| Participant deferral / active EE | $15,900 | $3,972+300.3% | $3,609+340.6% | $5,439+192.3% |
| Admin fee / account holder | $1,378 | $5,710-75.9% | $4,906-71.9% | $10,885-87.3% |