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 | $819,939 | $99,652+722.8% | $78,778+940.8% | $147,584+455.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.93% | 47.28%-24.4pp | 35.62%-12.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,534 | $2,796-45.1% | $1,986-22.7% | $4,876-68.5% |
| Participant deferral / active EE | $7,189 | $3,664+96.2% | $2,958+143.0% | $5,439+32.2% |
| Admin fee / account holder | $29,679 | $7,155+314.8% | $5,134+478.1% | $10,885+172.7% |