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 | $479,450 | $70,606+579.1% | $53,898+789.6% | $142,382+236.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.63% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $17,636 | $1,202+1367.1% | $932+1792.1% | $4,299+310.2% |
| Participant deferral / active EE | $14,906 | $2,364+530.5% | $1,826+716.2% | $6,507+129.1% |
| Admin fee / account holder | $44,651 | $2,852+1465.8% | $2,491+1692.6% | $12,624+253.7% |