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 | $581,339 | $91,037+538.6% | $71,671+711.1% | $147,584+293.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.63% | 20.48%-6.8pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $19,991 | $3,327+500.8% | $2,460+712.7% | $4,876+310.0% |
| Participant deferral / active EE | $16,302 | $4,498+262.4% | $3,438+374.2% | $5,439+199.7% |
| Admin fee / account holder | $3,600 | $8,613-58.2% | $5,558-35.2% | $10,885-66.9% |