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 | $471,993 | $124,319+279.7% | $111,297+324.1% | $167,490+181.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.65% | 37.44%-18.8pp | 54.65%-36.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $11,506 | $3,435+234.9% | $2,731+321.3% | $4,837+137.8% |
| Participant deferral / active EE | $8,076 | $5,180+55.9% | $4,487+80.0% | $6,341+27.4% |
| Admin fee / account holder | $78,719 | $10,618+641.4% | $7,964+888.5% | $12,309+539.5% |