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 | $401,771 | $71,809+459.5% | $61,048+558.1% | $152,861+162.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 17.71% | 29.74%-12.0pp | 26.18%-8.5pp | 345.32%-327.6pp |
| Employer contribution / active EE | $10,742 | $4,545+136.4% | $3,716+189.0% | $4,762+125.6% |
| Participant deferral / active EE | $32,292 | $5,467+490.7% | $4,470+622.3% | $5,850+452.0% |
| Admin fee / account holder | $31,393 | $4,750+560.9% | $3,728+742.2% | $11,596+170.7% |