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 | $565,531 | $72,071+684.7% | $68,368+727.2% | $137,256+312.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.77% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $9,233 | $2,788+231.2% | $2,649+248.5% | $4,156+122.2% |
| Participant deferral / active EE | $14,743 | $4,410+234.3% | $4,123+257.6% | $6,407+130.1% |
| Admin fee / account holder | $31,760 | $5,336+495.2% | $5,150+516.7% | $12,270+158.8% |