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 | $463,721 | $99,921+364.1% | $85,009+445.5% | $145,959+217.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 83.89%-73.5pp | 66.47%-56.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $18,678 | $3,233+477.8% | $2,728+584.6% | $4,661+300.8% |
| Participant deferral / active EE | $25,605 | $5,293+383.8% | $4,522+466.3% | $6,689+282.8% |
| Admin fee / account holder | $1,040 | $7,252-85.7% | $6,153-83.1% | $13,398-92.2% |