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 | $463,139 | $133,958+245.7% | $112,228+312.7% | $134,475+244.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 14.55% | 47.11%-32.6pp | 27.45%-12.9pp | 417.96%-403.4pp |
| Employer contribution / active EE | $29,975 | $4,038+642.3% | $3,635+724.7% | $4,740+532.4% |
| Participant deferral / active EE | $6,016 | $5,291+13.7% | $4,728+27.2% | $6,400-6.0% |
| Admin fee / account holder | $41,675 | $7,489+456.5% | $6,410+550.2% | $11,426+264.7% |