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 | $963,935 | $118,427+713.9% | $66,042+1359.6% | $142,382+577.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.64% | 35.57%-18.9pp | 52.11%-35.5pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,429 | $2,570+228.0% | $1,579+433.7% | $4,299+96.1% |
| Participant deferral / active EE | $13,267 | $4,311+207.7% | $2,835+367.9% | $6,507+103.9% |
| Admin fee / account holder | $17,090 | $9,593+78.1% | $5,747+197.4% | $12,624+35.4% |