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 | $675,616 | $155,788+333.7% | $124,672+441.9% | $167,490+303.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.26% | 17.97%-1.7pp | 5142.93%-5126.7pp | 478.56%-462.3pp |
| Employer contribution / active EE | $21,429 | $4,163+414.7% | $3,324+544.8% | $4,837+343.0% |
| Participant deferral / active EE | $24,137 | $5,673+325.4% | $4,614+423.1% | $6,341+280.6% |
| Admin fee / account holder | $10,211 | $9,531+7.1% | $7,493+36.3% | $12,309-17.0% |