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 | $598,781 | $125,758+376.1% | $169,993+252.2% | $75,163+696.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 28.21% | 27.20%+1.0pp | 53.37%-25.2pp | 160.62%-132.4pp |
| Employer contribution / active EE | $17,320 | $4,615+275.3% | $6,785+155.3% | $2,670+548.7% |
| Participant deferral / active EE | $18,996 | $6,837+177.8% | $10,408+82.5% | $4,125+360.5% |
| Admin fee / account holder | $37,153 | $8,173+354.6% | $12,815+189.9% | $5,651+557.5% |