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 | $654,179 | $98,750+562.5% | $149,696+337.0% | $79,858+719.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.14% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $16,581 | $3,216+415.5% | $4,644+257.0% | $2,471+571.1% |
| Participant deferral / active EE | $11,349 | $5,680+99.8% | $6,842+65.9% | $3,740+203.4% |
| Admin fee / account holder | $7,046 | $6,053+16.4% | $9,309-24.3% | $5,306+32.8% |