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 | $831,447 | $115,882+617.5% | $100,516+727.2% | $158,922+423.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.66% | 34.79%-22.1pp | 30.89%-18.2pp | 302.83%-290.2pp |
| Employer contribution / active EE | $14,500 | $4,103+253.4% | $3,418+324.3% | $4,761+204.5% |
| Participant deferral / active EE | $12,377 | $6,674+85.4% | $6,270+97.4% | $5,982+106.9% |
| Admin fee / account holder | $13,917 | $10,995+26.6% | $8,081+72.2% | $11,246+23.8% |