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 | $652,884 | $72,492+800.6% | $87,100+649.6% | $72,985+794.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.59% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $5,370 | $1,894+183.6% | $2,521+113.0% | $2,440+120.1% |
| Participant deferral / active EE | $10,478 | $3,270+220.5% | $4,049+158.8% | $3,607+190.5% |
| Admin fee / account holder | $3,227 | $5,055-36.2% | $7,497-57.0% | $5,124-37.0% |