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 | $687,915 | $115,770+494.2% | $101,248+579.4% | $158,922+332.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.57% | 56.14%-36.6pp | 46.47%-26.9pp | 302.83%-283.3pp |
| Employer contribution / active EE | $42,244 | $4,175+912.0% | $3,660+1054.4% | $4,761+787.3% |
| Participant deferral / active EE | $11,482 | $4,957+131.6% | $4,370+162.7% | $5,982+91.9% |
| Admin fee / account holder | $73,770 | $7,245+918.2% | $5,945+1140.8% | $11,246+556.0% |