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 | $577,692 | $106,515+442.4% | $96,683+497.5% | $139,434+314.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.72% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $10,730 | $4,103+161.5% | $3,737+187.2% | $4,751+125.9% |
| Participant deferral / active EE | $10,936 | $5,454+100.5% | $4,878+124.2% | $6,710+63.0% |
| Admin fee / account holder | $20,466 | $7,877+159.8% | $6,730+204.1% | $11,403+79.5% |