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 | $970,000 | $110,257+779.8% | $96,544+904.7% | $139,434+595.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.48% | 26.32%-7.8pp | 25.84%-7.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $17,551 | $3,620+384.9% | $2,965+491.9% | $4,751+269.4% |
| Participant deferral / active EE | $17,600 | $5,548+217.2% | $4,851+262.8% | $6,710+162.3% |
| Admin fee / account holder | $1,369 | $11,591-88.2% | $8,252-83.4% | $11,403-88.0% |