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 | $602,922 | $117,841+411.6% | $102,423+488.7% | $145,922+313.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.64% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $19,256 | $3,615+432.7% | $3,023+536.9% | $4,660+313.3% |
| Participant deferral / active EE | $8,882 | $5,731+55.0% | $5,053+75.8% | $6,688+32.8% |
| Admin fee / account holder | $35,255 | $13,326+164.6% | $9,451+273.0% | $13,397+163.2% |