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 | $503,905 | $101,069+398.6% | $81,478+518.5% | $147,584+241.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.99% | 32.40%-12.4pp | 38.78%-18.8pp | 578.55%-558.6pp |
| Employer contribution / active EE | $13,647 | $3,205+325.8% | $2,568+431.5% | $4,876+179.9% |
| Participant deferral / active EE | $16,000 | $4,242+277.2% | $3,537+352.4% | $5,439+194.2% |
| Admin fee / account holder | $2,117 | $5,812-63.6% | $4,561-53.6% | $10,885-80.5% |