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 | $518,658 | $90,397+473.8% | $76,002+582.4% | $145,959+255.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.03% | 621.97%-607.9pp | 360.07%-346.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $31,737 | $3,317+856.7% | $2,688+1080.6% | $4,661+580.9% |
| Participant deferral / active EE | $22,216 | $5,163+330.2% | $4,257+421.9% | $6,689+232.1% |
| Admin fee / account holder | $52,668 | $8,369+529.3% | $6,414+721.2% | $13,398+293.1% |