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 | $510,103 | $100,901+405.5% | $75,670+574.1% | $147,584+245.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.72% | 35.78%-17.1pp | 27.34%-8.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $15,543 | $3,253+377.7% | $2,352+560.9% | $4,876+218.7% |
| Participant deferral / active EE | $4,800 | $4,027+19.2% | $3,142+52.8% | $5,439-11.7% |
| Admin fee / account holder | $1,855 | $11,285-83.6% | $5,800-68.0% | $10,885-83.0% |