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 | $760,608 | $228,332+233.1% | $185,823+309.3% | $158,922+378.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.70% | 40.80%-18.1pp | 35.95%-13.2pp | 302.83%-280.1pp |
| Employer contribution / active EE | $19,791 | $4,967+298.5% | $4,087+384.2% | $4,761+315.7% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $7,637 | $11,864-35.6% | $9,500-19.6% | $11,246-32.1% |