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 | $588,994 | $142,405+313.6% | $115,157+411.5% | $152,861+285.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.86% | 41.48%-26.6pp | 35.60%-20.7pp | 345.32%-330.5pp |
| Employer contribution / active EE | $24,715 | $4,010+516.4% | $3,179+677.5% | $4,762+419.0% |
| Participant deferral / active EE | $12,500 | $5,164+142.1% | $4,168+199.9% | $5,850+113.7% |
| Admin fee / account holder | $3,599 | $8,462-57.5% | $7,088-49.2% | $11,596-69.0% |