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 | $553,454 | $90,348+512.6% | $75,972+628.5% | $145,922+279.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.88% | 620.88%-606.0pp | 359.55%-344.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $27,011 | $3,311+715.8% | $2,685+906.1% | $4,660+479.7% |
| Participant deferral / active EE | $19,188 | $5,162+271.7% | $4,255+350.9% | $6,688+186.9% |
| Admin fee / account holder | $3,687 | $8,467-56.5% | $6,467-43.0% | $13,397-72.5% |