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 | $692,085 | $100,041+591.8% | $149,718+362.3% | $70,131+886.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.88% | 27.43%-12.5pp | 1501.63%-1486.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,857 | $3,662+32.6% | $5,445-10.8% | $2,342+107.3% |
| Participant deferral / active EE | $9,853 | $4,983+97.7% | $6,569+50.0% | $3,332+195.7% |
| Admin fee / account holder | $22,514 | $8,286+171.7% | $11,283+99.5% | $4,645+384.7% |