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 | $703,319 | $110,257+537.9% | $96,544+628.5% | $139,434+404.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.99% | 26.32%-10.3pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $43,500 | $3,620+1101.8% | $2,965+1367.2% | $4,751+815.6% |
| Participant deferral / active EE | $27,500 | $5,548+395.7% | $4,851+466.9% | $6,710+309.8% |
| Admin fee / account holder | $5,354 | $11,591-53.8% | $8,252-35.1% | $11,403-53.0% |