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 | $823,900 | $87,166+845.2% | $76,735+973.7% | $137,256+500.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.89% | 26.50%-7.6pp | 29.77%-10.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $21,132 | $2,904+627.6% | $2,454+761.0% | $4,156+408.5% |
| Participant deferral / active EE | $23,573 | $4,726+398.8% | $4,088+476.7% | $6,407+267.9% |
| Admin fee / account holder | $1,240 | $8,403-85.2% | $7,189-82.8% | $12,270-89.9% |