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 | $816,418 | $124,425+556.2% | $112,040+628.7% | $137,256+494.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 44.44% | 24.72%+19.7pp | 24.52%+19.9pp | 220.34%-175.9pp |
| Employer contribution / active EE | $9,327 | $3,411+173.4% | $2,954+215.7% | $4,156+124.4% |
| Participant deferral / active EE | $44,642 | $5,718+680.7% | $5,098+775.7% | $6,407+596.8% |
| Admin fee / account holder | $257,901 | $15,207+1596.0% | $12,098+2031.8% | $12,270+2001.9% |