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 | $746,836 | $209,411+256.6% | $178,490+318.4% | $158,922+369.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.29% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $57,000 | $5,706+898.9% | $5,011+1037.6% | $4,761+1097.2% |
| Participant deferral / active EE | $3,000 | $5,954-49.6% | $5,202-42.3% | $5,982-49.9% |
| Admin fee / account holder | $3,201 | $17,074-81.3% | $13,984-77.1% | $11,246-71.5% |