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 | $882,688 | $99,877+783.8% | $84,966+938.9% | $145,922+504.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $10,443 | $3,231+223.2% | $2,727+282.9% | $4,660+124.1% |
| Participant deferral / active EE | $24,671 | $5,291+366.3% | $4,519+445.9% | $6,688+268.9% |
| Admin fee / account holder | $18,087 | $7,248+149.5% | $6,149+194.1% | $13,397+35.0% |