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 | $694,945 | $163,101+326.1% | $136,749+408.2% | $142,382+388.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.27% | 27.54%-15.3pp | 24.33%-12.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $15,443 | $4,117+275.1% | $3,400+354.3% | $4,299+259.2% |
| Participant deferral / active EE | $32,875 | $5,585+488.6% | $4,692+600.7% | $6,507+405.2% |
| Admin fee / account holder | $32,014 | $14,318+123.6% | $11,386+181.2% | $12,624+153.6% |