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 | $481,668 | $81,248+492.8% | $155,509+209.7% | $80,856+495.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.41% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $28,486 | $3,100+818.8% | $4,672+509.7% | $2,755+934.0% |
| Participant deferral / active EE | $22,568 | $3,452+553.8% | $5,626+301.1% | $4,296+425.4% |
| Admin fee / account holder | $22,789 | $7,997+185.0% | $15,912+43.2% | $6,918+229.4% |