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 | $747,279 | $142,405+424.8% | $115,157+548.9% | $152,861+388.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.85% | 41.48%-25.6pp | 35.60%-19.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $24,208 | $4,010+503.7% | $3,179+661.6% | $4,762+408.3% |
| Participant deferral / active EE | $19,000 | $5,164+267.9% | $4,168+355.8% | $5,850+224.8% |
| Admin fee / account holder | $16,700 | $8,462+97.4% | $7,088+135.6% | $11,596+44.0% |