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 | $500,730 | $90,745+451.8% | $130,231+284.5% | $75,163+566.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 15.92% | 34.45%-18.5pp | 38.77%-22.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $21,914 | $3,314+561.3% | $4,126+431.2% | $2,670+720.8% |
| Participant deferral / active EE | $19,635 | $5,362+266.2% | $6,799+188.8% | $4,125+376.0% |
| Admin fee / account holder | $24,125 | $6,331+281.1% | $6,020+300.8% | $5,651+326.9% |