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 | $718,231 | $93,571+667.6% | $135,903+428.5% | $75,163+855.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.67% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $11,957 | $3,537+238.1% | $4,856+146.2% | $2,670+347.8% |
| Participant deferral / active EE | $10,895 | $6,404+70.1% | $7,758+40.4% | $4,125+164.1% |
| Admin fee / account holder | $52,220 | $6,975+648.6% | $10,762+385.2% | $5,651+824.1% |