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 | $592,682 | $115,770+412.0% | $101,248+485.4% | $158,922+272.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.83% | 56.14%-30.3pp | 46.47%-20.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $4,891 | $4,175+17.2% | $3,660+33.6% | $4,761+2.7% |
| Participant deferral / active EE | $10,841 | $4,957+118.7% | $4,370+148.1% | $5,982+81.2% |
| Admin fee / account holder | $45,678 | $7,245+530.5% | $5,945+668.3% | $11,246+306.2% |