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 | $808,899 | $86,929+830.5% | $102,423+689.8% | $80,856+900.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $28,531 | $2,369+1104.2% | $3,023+843.7% | $2,755+935.7% |
| Participant deferral / active EE | $13,062 | $4,118+217.1% | $5,053+158.5% | $4,296+204.1% |
| Admin fee / account holder | $25,645 | $8,049+218.6% | $9,451+171.4% | $6,918+270.7% |