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 | $367,055 | $95,416+284.7% | $185,823+97.5% | $85,850+327.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.92% | 23.59%-6.7pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $17,237 | $3,314+420.2% | $5,167+233.6% | $2,565+572.0% |
| Participant deferral / active EE | $9,296 | $3,423+171.5% | $5,568+67.0% | $3,952+135.2% |
| Admin fee / account holder | $50,441 | $7,213+599.3% | $16,237+210.6% | $6,260+705.8% |