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 | $696,896 | $95,416+630.4% | $185,823+275.0% | $85,850+711.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.15% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $25,777 | $3,314+677.9% | $5,167+398.8% | $2,565+904.9% |
| Participant deferral / active EE | $19,160 | $3,423+459.7% | $5,568+244.1% | $3,952+384.8% |
| Admin fee / account holder | $3,294 | $7,213-54.3% | $16,237-79.7% | $6,260-47.4% |