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 | $798,957 | $124,425+542.1% | $112,040+613.1% | $137,256+482.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 56.97% | 24.72%+32.3pp | 24.52%+32.4pp | 220.34%-163.4pp |
| Employer contribution / active EE | $6,805 | $3,411+99.5% | $2,954+130.4% | $4,156+63.7% |
| Participant deferral / active EE | $13,875 | $5,718+142.6% | $5,098+172.2% | $6,407+116.6% |
| Admin fee / account holder | $288,947 | $15,207+1800.2% | $12,098+2288.4% | $12,270+2254.9% |