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 | $783,951 | $114,381+585.4% | $107,525+629.1% | $142,382+450.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.32% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $16,200 | $4,015+303.5% | $3,754+331.6% | $4,299+276.8% |
| Participant deferral / active EE | $19,519 | $5,564+250.8% | $5,116+281.5% | $6,507+200.0% |
| Admin fee / account holder | $25,972 | $9,860+163.4% | $8,919+191.2% | $12,624+105.7% |