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 | $117,983+310.2% | $101,794+375.5% | $142,382+239.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.03% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $43,717 | $2,773+1476.7% | $2,289+1810.0% | $4,299+916.9% |
| Participant deferral / active EE | $23,500 | $4,714+398.6% | $4,084+475.4% | $6,507+261.1% |
| Admin fee / account holder | $1,239 | $10,433-88.1% | $8,777-85.9% | $12,624-90.2% |