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 | $544,977 | $95,416+471.2% | $185,823+193.3% | $85,850+534.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.34% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $27,069 | $3,314+716.9% | $5,167+423.8% | $2,565+955.3% |
| Participant deferral / active EE | $13,737 | $3,423+301.3% | $5,568+146.7% | $3,952+247.6% |
| Admin fee / account holder | $22,941 | $7,213+218.1% | $16,237+41.3% | $6,260+266.5% |