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 | $521,978 | $109,881+375.0% | $150,045+247.9% | $84,808+515.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.06% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $40,815 | $3,561+1046.1% | $4,693+769.7% | $2,631+1451.3% |
| Participant deferral / active EE | $14,596 | $6,636+120.0% | $7,997+82.5% | $4,212+246.6% |
| Admin fee / account holder | $18,240 | $8,568+112.9% | $13,435+35.8% | $7,344+148.4% |