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 | $979,245 | $117,381+734.2% | $99,443+884.7% | $152,861+540.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.72% | 31.87%-7.1pp | 30.72%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $33,480 | $3,013+1011.3% | $2,540+1218.3% | $4,762+603.0% |
| Participant deferral / active EE | $6,850 | $4,086+67.6% | $3,619+89.3% | $5,850+17.1% |
| Admin fee / account holder | $394 | $7,631-94.8% | $6,250-93.7% | $11,596-96.6% |