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 | $588,504 | $124,281+373.5% | $109,143+439.2% | $167,490+251.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.09% | 26.04%-11.9pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $27,462 | $4,207+552.7% | $3,722+637.8% | $4,837+467.7% |
| Participant deferral / active EE | $16,207 | $5,255+208.4% | $4,653+248.3% | $6,341+155.6% |
| Admin fee / account holder | $511 | $7,970-93.6% | $6,752-92.4% | $12,309-95.9% |