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 | $277,770 | $118,450+134.5% | $98,439+182.2% | $139,434+99.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 18.94%-2.1pp | 21.16%-4.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $35,172 | $3,609+874.5% | $3,048+1053.9% | $4,751+640.3% |
| Participant deferral / active EE | $16,544 | $5,392+206.8% | $4,738+249.2% | $6,710+146.5% |
| Admin fee / account holder | $233,416 | $14,026+1564.2% | $8,948+2508.7% | $11,403+1947.1% |