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 | $424,534 | $96,484+340.0% | $75,886+459.4% | $152,861+177.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 34.27% | 33.98%+0.3pp | 30.76%+3.5pp | 345.32%-311.0pp |
| Employer contribution / active EE | $19,665 | $3,309+494.2% | $2,500+686.5% | $4,762+312.9% |
| Participant deferral / active EE | $12,500 | $4,553+174.5% | $3,603+246.9% | $5,850+113.7% |
| Admin fee / account holder | $3,386 | $8,078-58.1% | $5,418-37.5% | $11,596-70.8% |