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 | $632,520 | $106,515+493.8% | $96,683+554.2% | $139,434+353.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.48% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $14,233 | $4,103+246.9% | $3,737+280.9% | $4,751+199.6% |
| Participant deferral / active EE | $12,134 | $5,454+122.5% | $4,878+148.7% | $6,710+80.8% |
| Admin fee / account holder | $23,620 | $7,877+199.9% | $6,730+251.0% | $11,403+107.1% |