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 | $697,120 | $123,793+463.1% | $177,821+292.0% | $79,858+773.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.82% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $30,342 | $4,095+640.9% | $5,918+412.7% | $2,471+1128.0% |
| Participant deferral / active EE | $12,748 | $5,956+114.0% | $7,714+65.3% | $3,740+240.9% |
| Admin fee / account holder | $65,163 | $7,243+799.7% | $12,427+424.3% | $5,306+1128.0% |