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 | $916,252 | $133,958+584.0% | $112,228+716.4% | $134,475+581.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.82% | 47.11%-44.3pp | 27.45%-24.6pp | 417.96%-415.1pp |
| Employer contribution / active EE | $26,653 | $4,038+560.1% | $3,635+633.3% | $4,740+462.3% |
| Participant deferral / active EE | $10,799 | $5,291+104.1% | $4,728+128.4% | $6,400+68.7% |
| Admin fee / account holder | $29,630 | $7,489+295.7% | $6,410+362.2% | $11,426+159.3% |