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 | $553,254 | $74,888+638.8% | $71,209+676.9% | $142,382+288.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.84% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $8,486 | $2,854+197.3% | $2,721+211.9% | $4,299+97.4% |
| Participant deferral / active EE | $10,384 | $4,454+133.1% | $4,175+148.7% | $6,507+59.6% |
| Admin fee / account holder | $24,781 | $5,568+345.0% | $5,349+363.3% | $12,624+96.3% |