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 | $793,920 | $127,065+524.8% | $113,168+601.5% | $142,382+457.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.48% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $17,522 | $3,442+409.1% | $2,975+488.9% | $4,299+307.6% |
| Participant deferral / active EE | $24,276 | $5,716+324.7% | $5,107+375.4% | $6,507+273.1% |
| Admin fee / account holder | $1,788 | $15,736-88.6% | $12,068-85.2% | $12,624-85.8% |