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 | $787,814 | $115,882+579.8% | $100,516+683.8% | $158,922+395.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.72% | 34.79%-10.1pp | 30.89%-6.2pp | 302.83%-278.1pp |
| Employer contribution / active EE | $18,335 | $4,103+346.9% | $3,418+436.5% | $4,761+285.1% |
| Participant deferral / active EE | $16,097 | $6,674+141.2% | $6,270+156.7% | $5,982+169.1% |
| Admin fee / account holder | $48,768 | $10,995+343.5% | $8,081+503.5% | $11,246+333.7% |