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 | $820,911 | $111,724+634.8% | $93,606+777.0% | $145,922+462.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.88% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $43,500 | $3,090+1307.9% | $2,420+1697.7% | $4,660+833.6% |
| Participant deferral / active EE | $23,000 | $4,912+368.3% | $4,411+421.4% | $6,688+243.9% |
| Admin fee / account holder | $9,414 | $10,250-8.2% | $8,285+13.6% | $13,397-29.7% |