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 | $618,387 | $124,281+397.6% | $109,143+466.6% | $167,490+269.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.90% | 26.04%-10.1pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $10,232 | $4,207+143.2% | $3,722+174.9% | $4,837+111.5% |
| Participant deferral / active EE | $10,556 | $5,255+100.9% | $4,653+126.9% | $6,341+66.5% |
| Admin fee / account holder | $14,456 | $7,970+81.4% | $6,752+114.1% | $12,309+17.4% |