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 | $823,082 | $127,264+546.8% | $109,895+649.0% | $167,490+391.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.07% | 22.97%-14.9pp | 29.45%-21.4pp | 478.56%-470.5pp |
| Employer contribution / active EE | $17,397 | $3,322+423.6% | $2,842+512.1% | $4,837+259.6% |
| Participant deferral / active EE | $13,841 | $4,514+206.6% | $4,048+241.9% | $6,341+118.3% |
| Admin fee / account holder | $72,975 | $7,114+925.8% | $6,066+1103.1% | $12,309+492.9% |