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 | $483,993 | $112,729+329.3% | $98,716+390.3% | $137,256+252.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.03% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $43,717 | $2,725+1504.1% | $2,279+1818.6% | $4,156+951.9% |
| Participant deferral / active EE | $23,500 | $4,640+406.4% | $4,048+480.6% | $6,407+266.8% |
| Admin fee / account holder | $1,239 | $10,129-87.8% | $8,703-85.8% | $12,270-89.9% |