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 | $70,532+477.9% | $68,948+491.1% | $137,256+196.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 18.76% | 32.56%-13.8pp | 28.39%-9.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $25,223 | $4,355+479.2% | $4,165+505.7% | $4,156+506.9% |
| Participant deferral / active EE | $7,143 | $6,773+5.4% | $6,186+15.5% | $6,407+11.5% |
| Admin fee / account holder | $128,208 | $7,916+1519.6% | $7,539+1600.7% | $12,270+944.9% |