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 | $990,578 | $115,882+754.8% | $100,516+885.5% | $158,922+523.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.19% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $25,050 | $4,103+510.5% | $3,418+633.0% | $4,761+426.1% |
| Participant deferral / active EE | $26,000 | $6,674+289.6% | $6,270+314.7% | $5,982+334.6% |
| Admin fee / account holder | $62,538 | $10,995+468.8% | $8,081+673.9% | $11,246+456.1% |