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 | $551,081 | $81,625+575.1% | $58,482+842.3% | $139,434+295.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.25% | 7404.20%-7387.9pp | 4239.32%-4223.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $24,162 | $1,398+1628.0% | $1,053+2194.0% | $4,751+408.6% |
| Participant deferral / active EE | $10,153 | $2,557+297.1% | $1,924+427.7% | $6,710+51.3% |
| Admin fee / account holder | $5,683 | $3,265+74.0% | $2,516+125.9% | $11,403-50.2% |