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 | $517,741 | $101,618+409.5% | $93,063+456.3% | $137,256+277.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.90% | 223.95%-203.0pp | 34.15%-13.3pp | 220.34%-199.4pp |
| Employer contribution / active EE | $27,779 | $2,707+926.1% | $2,476+1021.9% | $4,156+568.4% |
| Participant deferral / active EE | $18,675 | $4,279+336.4% | $3,958+371.8% | $6,407+191.5% |
| Admin fee / account holder | $58,149 | $6,198+838.1% | $6,033+863.8% | $12,270+373.9% |