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 | $532,455 | $125,758+323.4% | $169,993+213.2% | $75,163+608.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.70% | 27.20%-1.5pp | 53.37%-27.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $16,523 | $4,615+258.0% | $6,785+143.5% | $2,670+518.9% |
| Participant deferral / active EE | $16,943 | $6,837+147.8% | $10,408+62.8% | $4,125+310.7% |
| Admin fee / account holder | $2,500 | $8,173-69.4% | $12,815-80.5% | $5,651-55.8% |