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 | $104,974+393.2% | $95,585+441.7% | $142,382+263.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.90% | 210.33%-189.4pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $27,779 | $2,779+899.8% | $2,527+999.5% | $4,299+546.1% |
| Participant deferral / active EE | $18,675 | $4,352+329.1% | $4,023+364.2% | $6,507+187.0% |
| Admin fee / account holder | $58,149 | $6,386+810.6% | $6,127+849.0% | $12,624+360.6% |