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 | $581,221 | $106,515+445.7% | $96,683+501.2% | $139,434+316.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.39% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $21,219 | $4,103+417.2% | $3,737+467.9% | $4,751+346.6% |
| Participant deferral / active EE | $12,431 | $5,454+127.9% | $4,878+154.8% | $6,710+85.3% |
| Admin fee / account holder | $112,220 | $7,877+1324.7% | $6,730+1567.6% | $11,403+884.2% |