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 | $886,873 | $114,381+675.4% | $107,525+724.8% | $142,382+522.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.81% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $17,114 | $4,015+326.3% | $3,754+356.0% | $4,299+298.1% |
| Participant deferral / active EE | $20,606 | $5,564+270.3% | $5,116+302.8% | $6,507+216.7% |
| Admin fee / account holder | $2,537 | $9,860-74.3% | $8,919-71.6% | $12,624-79.9% |