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 | $556,907 | $91,037+511.7% | $71,671+677.0% | $147,584+277.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.07% | 20.48%-6.4pp | 20.65%-6.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $57,344 | $3,327+1623.4% | $2,460+2231.2% | $4,876+1076.0% |
| Participant deferral / active EE | $18,000 | $4,498+300.2% | $3,438+423.6% | $5,439+231.0% |
| Admin fee / account holder | $690,955 | $8,613+7922.7% | $5,558+12330.7% | $10,885+6247.6% |