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 | $483,917 | $124,319+289.3% | $111,297+334.8% | $167,490+188.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.34% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $15,883 | $3,435+362.3% | $2,731+481.6% | $4,837+228.3% |
| Participant deferral / active EE | $8,727 | $5,180+68.5% | $4,487+94.5% | $6,341+37.6% |
| Admin fee / account holder | $19,373 | $10,618+82.5% | $7,964+143.3% | $12,309+57.4% |