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 | $580,815 | $104,251+457.1% | $91,001+538.3% | $147,584+293.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.98% | 27.06%-13.1pp | 4.60%+9.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $10,412 | $3,116+234.2% | $2,456+324.0% | $4,876+113.5% |
| Participant deferral / active EE | $14,663 | $4,195+249.5% | $3,547+313.3% | $5,439+169.6% |
| Admin fee / account holder | $1,918 | $8,948-78.6% | $5,417-64.6% | $10,885-82.4% |