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 | $966,319 | $133,922+621.6% | $116,228+731.4% | $142,382+578.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.08% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $48,264 | $3,446+1300.8% | $2,994+1511.8% | $4,299+1022.6% |
| Participant deferral / active EE | $25,463 | $5,672+348.9% | $4,953+414.1% | $6,507+291.3% |
| Admin fee / account holder | $368,626 | $14,945+2366.6% | $11,989+2974.7% | $12,624+2820.1% |