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 | $508,396 | $95,453+432.6% | $112,040+353.8% | $82,448+516.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.01% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $13,755 | $2,318+493.4% | $2,954+365.6% | $2,551+439.2% |
| Participant deferral / active EE | $9,840 | $4,224+133.0% | $5,098+93.0% | $4,139+137.7% |
| Admin fee / account holder | $51,549 | $9,013+471.9% | $12,098+326.1% | $7,234+612.6% |