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 | $793,952 | $101,618+681.3% | $93,063+753.1% | $137,256+478.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.54% | 223.95%-207.4pp | 34.15%-17.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,391 | $2,707+283.8% | $2,476+319.7% | $4,156+150.0% |
| Participant deferral / active EE | $14,821 | $4,279+246.3% | $3,958+274.4% | $6,407+131.3% |
| Admin fee / account holder | $21,932 | $6,198+253.8% | $6,033+263.5% | $12,270+78.7% |