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 | $755,881 | $106,515+609.6% | $96,683+681.8% | $139,434+442.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $28,080 | $4,103+584.4% | $3,737+651.5% | $4,751+491.1% |
| Participant deferral / active EE | $14,612 | $5,454+167.9% | $4,878+199.5% | $6,710+117.8% |
| Admin fee / account holder | $546,407 | $7,877+6836.8% | $6,730+8019.6% | $11,403+4692.0% |