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 | $650,020 | $98,750+558.3% | $149,696+334.2% | $79,858+714.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.76% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $17,036 | $3,216+429.7% | $4,644+266.8% | $2,471+589.5% |
| Participant deferral / active EE | $11,429 | $5,680+101.2% | $6,842+67.0% | $3,740+205.6% |
| Admin fee / account holder | $4,730 | $6,053-21.8% | $9,309-49.2% | $5,306-10.9% |