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 | $823,819 | $124,425+562.1% | $112,040+635.3% | $137,256+500.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.84% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,225 | $3,411+23.8% | $2,954+43.0% | $4,156+1.6% |
| Participant deferral / active EE | $12,035 | $5,718+110.5% | $5,098+136.1% | $6,407+87.8% |
| Admin fee / account holder | $39,718 | $15,207+161.2% | $12,098+228.3% | $12,270+223.7% |