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 | $594,698 | $81,632+628.5% | $70,449+744.2% | $158,922+274.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.29% | 208.40%-190.1pp | 109.03%-90.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,200 | $3,217-62.7% | $2,737-56.1% | $4,761-74.8% |
| Participant deferral / active EE | $16,500 | $4,554+262.3% | $3,709+344.9% | $5,982+175.8% |
| Admin fee / account holder | $770 | $6,193-87.6% | $3,845-80.0% | $11,246-93.2% |