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 | $919,879 | $138,347+564.9% | $184,203+399.4% | $80,856+1037.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.34% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $28,853 | $4,850+494.9% | $6,427+348.9% | $2,755+947.4% |
| Participant deferral / active EE | $12,319 | $7,071+74.2% | $9,131+34.9% | $4,296+186.8% |
| Admin fee / account holder | $158,224 | $10,483+1409.3% | $13,901+1038.2% | $6,918+2187.1% |