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 | $993,712 | $107,452+824.8% | $91,541+985.5% | $142,382+597.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.62% | 22.06%-6.4pp | 20.50%-4.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,980 | $2,994+66.3% | $2,505+98.8% | $4,299+15.8% |
| Participant deferral / active EE | $4,416 | $4,754-7.1% | $4,008+10.2% | $6,507-32.1% |
| Admin fee / account holder | $95,986 | $8,834+986.5% | $6,956+1279.8% | $12,624+660.4% |