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 | $600,684 | $106,515+463.9% | $96,683+521.3% | $139,434+330.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.02% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $18,826 | $4,103+358.8% | $3,737+403.8% | $4,751+296.3% |
| Participant deferral / active EE | $20,000 | $5,454+266.7% | $4,878+310.0% | $6,710+198.1% |
| Admin fee / account holder | $1,141 | $7,877-85.5% | $6,730-83.0% | $11,403-90.0% |