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 | $692,362 | $124,281+457.1% | $109,143+534.4% | $167,490+313.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.66% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $23,440 | $4,207+457.1% | $3,722+529.8% | $4,837+384.6% |
| Participant deferral / active EE | $10,813 | $5,255+105.8% | $4,653+132.4% | $6,341+70.5% |
| Admin fee / account holder | $3,348 | $7,970-58.0% | $6,752-50.4% | $12,309-72.8% |