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 | $832,821 | $152,587+445.8% | $125,175+565.3% | $152,861+444.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.95% | 54.84%-38.9pp | 43.79%-27.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $22,479 | $4,946+354.5% | $3,865+481.5% | $4,762+372.0% |
| Participant deferral / active EE | $12,402 | $5,868+111.4% | $4,937+151.2% | $5,850+112.0% |
| Admin fee / account holder | $40,747 | $13,434+203.3% | $9,702+320.0% | $11,596+251.4% |