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 | $423,323 | $104,251+306.1% | $91,001+365.2% | $147,584+186.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.68% | 27.06%-14.4pp | 4.60%+8.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $14,339 | $3,116+360.2% | $2,456+483.9% | $4,876+194.1% |
| Participant deferral / active EE | $8,233 | $4,195+96.2% | $3,547+132.1% | $5,439+51.4% |
| Admin fee / account holder | $16,608 | $8,948+85.6% | $5,417+206.6% | $10,885+52.6% |