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 | $539,214 | $95,561+464.3% | $77,163+598.8% | $139,434+286.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.97% | 54.92%-38.9pp | 37.87%-21.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $27,256 | $3,147+766.0% | $2,535+975.2% | $4,751+473.7% |
| Participant deferral / active EE | $14,143 | $4,624+205.9% | $3,833+268.9% | $6,710+110.8% |
| Admin fee / account holder | $2,936 | $8,295-64.6% | $5,472-46.3% | $11,403-74.2% |