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 | $563,632 | $95,416+490.7% | $185,823+203.3% | $85,850+556.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.45% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $33,903 | $3,314+923.1% | $5,167+556.1% | $2,565+1221.7% |
| Participant deferral / active EE | $14,918 | $3,423+335.8% | $5,568+167.9% | $3,952+277.5% |
| Admin fee / account holder | $118,290 | $7,213+1540.0% | $16,237+628.5% | $6,260+1789.7% |