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 | $804,217 | $162,781+394.1% | $133,956+500.4% | $158,922+406.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.01% | 41.94%-33.9pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $11,379 | $4,975+128.7% | $3,919+190.4% | $4,761+139.0% |
| Participant deferral / active EE | $11,756 | $5,911+98.9% | $5,048+132.9% | $5,982+96.5% |
| Admin fee / account holder | $5,878 | $11,736-49.9% | $8,927-34.2% | $11,246-47.7% |