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 | $584,646 | $227,553+156.9% | $189,557+208.4% | $167,490+249.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.37% | 78.40%-64.0pp | 64.17%-49.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $20,150 | $5,316+279.0% | $4,412+356.7% | $4,837+316.5% |
| Participant deferral / active EE | $15,827 | $7,002+126.0% | $6,174+156.4% | $6,341+149.6% |
| Admin fee / account holder | $8,696 | $11,878-26.8% | $9,807-11.3% | $12,309-29.4% |