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 | $979,395 | $180,749+441.9% | $160,784+509.1% | $137,256+613.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.28% | 2234.46%-2220.2pp | 1803.92%-1789.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $8,977 | $4,155+116.0% | $3,733+140.5% | $4,156+116.0% |
| Participant deferral / active EE | $17,238 | $6,844+151.9% | $6,293+173.9% | $6,407+169.1% |
| Admin fee / account holder | $39,596 | $10,397+280.8% | $9,717+307.5% | $12,270+222.7% |