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 | $516,994 | $77,419+567.8% | $69,455+644.4% | $152,861+238.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.39% | 39.06%-13.7pp | 28.97%-3.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,146 | $3,315-35.3% | $2,779-22.8% | $4,762-54.9% |
| Participant deferral / active EE | $15,725 | $4,414+256.3% | $3,535+344.8% | $5,850+168.8% |
| Admin fee / account holder | $25,641 | $6,207+313.1% | $3,839+567.9% | $11,596+121.1% |