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 | $702,908 | $88,751+692.0% | $81,812+759.2% | $145,922+381.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $10,841 | $3,083+251.6% | $2,912+272.2% | $4,660+132.7% |
| Participant deferral / active EE | $11,850 | $4,643+155.2% | $4,319+174.4% | $6,688+77.2% |
| Admin fee / account holder | $2,949 | $8,415-65.0% | $7,386-60.1% | $13,397-78.0% |