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 | $407,569 | $71,829+467.4% | $69,780+484.1% | $142,382+186.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.76% | 31.01%-12.3pp | 26.31%-7.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $25,223 | $4,385+475.2% | $4,168+505.2% | $4,299+486.7% |
| Participant deferral / active EE | $7,143 | $6,819+4.7% | $6,164+15.9% | $6,507+9.8% |
| Admin fee / account holder | $128,208 | $7,818+1539.9% | $7,285+1659.9% | $12,624+915.6% |