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 | $774,119 | $126,574+511.6% | $106,213+628.8% | $145,922+430.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.13% | 224.79%-215.7pp | 116.14%-107.0pp | 561.29%-552.2pp |
| Employer contribution / active EE | $15,082 | $3,730+304.3% | $3,171+375.5% | $4,660+223.7% |
| Participant deferral / active EE | $25,106 | $5,724+338.6% | $5,016+400.5% | $6,688+275.4% |
| Admin fee / account holder | $130,464 | $17,304+654.0% | $11,033+1082.5% | $13,397+873.8% |