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 | $618,798 | $197,591+213.2% | $177,821+248.0% | $158,922+289.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.68% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $50,771 | $6,697+658.1% | $5,918+757.9% | $4,761+966.4% |
| Participant deferral / active EE | $25,707 | $8,405+205.9% | $7,714+233.3% | $5,982+329.7% |
| Admin fee / account holder | $88,595 | $15,399+475.3% | $12,427+612.9% | $11,246+687.8% |