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 | $505,164 | $106,515+374.3% | $96,683+422.5% | $139,434+262.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $23,073 | $4,103+462.4% | $3,737+517.5% | $4,751+385.7% |
| Participant deferral / active EE | $9,916 | $5,454+81.8% | $4,878+103.3% | $6,710+47.8% |
| Admin fee / account holder | $310,107 | $7,877+3836.9% | $6,730+4508.2% | $11,403+2619.6% |