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 | $908,198 | $127,065+614.7% | $113,168+702.5% | $142,382+537.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.51% | 24.03%-5.5pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $12,500 | $3,442+263.2% | $2,975+320.1% | $4,299+190.8% |
| Participant deferral / active EE | $16,697 | $5,716+192.1% | $5,107+227.0% | $6,507+156.6% |
| Admin fee / account holder | $16,700 | $15,736+6.1% | $12,068+38.4% | $12,624+32.3% |