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 | $582,650 | $102,616+467.8% | $81,983+610.7% | $158,922+266.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.80% | 61.04%-48.2pp | 41.31%-28.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $8,811 | $3,240+171.9% | $2,498+252.7% | $4,761+85.1% |
| Participant deferral / active EE | $18,163 | $4,648+290.8% | $3,722+388.0% | $5,982+203.6% |
| Admin fee / account holder | $15,079 | $8,235+83.1% | $5,664+166.2% | $11,246+34.1% |