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 | $731,007 | $227,553+221.2% | $189,557+285.6% | $167,490+336.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.74% | 78.40%-52.7pp | 64.17%-38.4pp | 478.56%-452.8pp |
| Employer contribution / active EE | $1,647 | $5,316-69.0% | $4,412-62.7% | $4,837-66.0% |
| Participant deferral / active EE | $15,000 | $7,002+114.2% | $6,174+143.0% | $6,341+136.5% |
| Admin fee / account holder | $67,600 | $11,878+469.1% | $9,807+589.3% | $12,309+449.2% |