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 | $531,586 | $118,849+347.3% | $96,562+450.5% | $167,490+217.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 50.49%-38.6pp | 37.78%-25.9pp | 478.56%-466.6pp |
| Employer contribution / active EE | $37,500 | $3,120+1102.1% | $2,356+1491.4% | $4,837+675.2% |
| Participant deferral / active EE | $19,500 | $4,616+322.4% | $3,849+406.6% | $6,341+207.5% |
| Admin fee / account holder | $6,196 | $8,065-23.2% | $6,181+0.2% | $12,309-49.7% |