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 | $642,721 | $201,272+219.3% | $184,203+248.9% | $145,922+340.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.25% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $20,468 | $7,022+191.5% | $6,427+218.5% | $4,660+339.3% |
| Participant deferral / active EE | $20,916 | $9,806+113.3% | $9,131+129.1% | $6,688+212.8% |
| Admin fee / account holder | $4,823 | $16,364-70.5% | $13,901-65.3% | $13,397-64.0% |