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 | $645,690 | $117,841+447.9% | $102,423+530.4% | $145,922+342.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $16,726 | $3,615+362.7% | $3,023+453.2% | $4,660+258.9% |
| Participant deferral / active EE | $23,389 | $5,731+308.1% | $5,053+362.9% | $6,688+249.7% |
| Admin fee / account holder | $2,852 | $13,326-78.6% | $9,451-69.8% | $13,397-78.7% |