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 | $483,594 | $100,901+379.3% | $75,670+539.1% | $147,584+227.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 10.28% | 35.78%-25.5pp | 27.34%-17.1pp | 578.55%-568.3pp |
| Employer contribution / active EE | $12,500 | $3,253+284.2% | $2,352+431.5% | $4,876+156.3% |
| Participant deferral / active EE | $10,979 | $4,027+172.6% | $3,142+249.4% | $5,439+101.9% |
| Admin fee / account holder | $38,937 | $11,285+245.0% | $5,800+571.4% | $10,885+257.7% |