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 | $743,387 | $132,634+460.5% | $115,768+542.1% | $137,256+441.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.49% | 160.70%-143.2pp | 100.46%-83.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $25,953 | $3,360+672.5% | $2,940+782.8% | $4,156+524.5% |
| Participant deferral / active EE | $15,750 | $5,619+180.3% | $4,917+220.3% | $6,407+145.8% |
| Admin fee / account holder | $314 | $15,028-97.9% | $12,439-97.5% | $12,270-97.4% |