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 | $388,563 | $105,126+269.6% | $94,646+310.5% | $139,434+178.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.78% | 38.03%-17.3pp | 156.71%-135.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $24,588 | $4,106+498.9% | $3,672+569.6% | $4,751+417.5% |
| Participant deferral / active EE | $5,000 | $7,599-34.2% | $7,418-32.6% | $6,710-25.5% |
| Admin fee / account holder | $950 | $8,984-89.4% | $7,231-86.9% | $11,403-91.7% |