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 | $976,793 | $127,065+668.7% | $113,168+763.1% | $142,382+586.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.99% | 24.03%-12.0pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $46,500 | $3,442+1250.9% | $2,975+1462.9% | $4,299+981.6% |
| Participant deferral / active EE | $28,500 | $5,716+398.6% | $5,107+458.1% | $6,507+338.0% |
| Admin fee / account holder | $8,012 | $15,736-49.1% | $12,068-33.6% | $12,624-36.5% |