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 | $489,405 | $165,584+195.6% | $142,942+242.4% | $137,256+256.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 19.97% | 164.22%-144.2pp | 113.70%-93.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $16,845 | $4,725+256.5% | $4,139+306.9% | $4,156+305.3% |
| Participant deferral / active EE | $17,966 | $8,194+119.3% | $7,128+152.1% | $6,407+180.4% |
| Admin fee / account holder | $70,391 | $16,167+335.4% | $12,475+464.3% | $12,270+473.7% |