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 | $479,441 | $101,069+374.4% | $81,478+488.4% | $147,584+224.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.38% | 32.40%-13.0pp | 38.78%-19.4pp | 578.55%-559.2pp |
| Employer contribution / active EE | $20,172 | $3,205+529.4% | $2,568+685.6% | $4,876+313.7% |
| Participant deferral / active EE | $13,595 | $4,242+220.5% | $3,537+284.4% | $5,439+150.0% |
| Admin fee / account holder | $62,077 | $5,812+968.1% | $4,561+1261.1% | $10,885+470.3% |