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 | $637,432 | $72,400+780.4% | $67,502+844.3% | $145,922+336.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.65% | 7182.46%-7169.8pp | 3512.12%-3499.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,039 | $3,069-33.6% | $2,731-25.3% | $4,660-56.2% |
| Participant deferral / active EE | $15,600 | $4,783+226.2% | $4,000+290.0% | $6,688+133.3% |
| Admin fee / account holder | $47,954 | $5,539+765.8% | $3,998+1099.6% | $13,397+257.9% |