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 | $531,380 | $81,248+554.0% | $155,509+241.7% | $80,856+557.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.35% | 33.31%-11.0pp | 64.67%-42.3pp | 35.59%-13.2pp |
| Employer contribution / active EE | $11,052 | $3,100+256.5% | $4,672+136.5% | $2,755+301.2% |
| Participant deferral / active EE | $11,762 | $3,452+240.8% | $5,626+109.1% | $4,296+173.8% |
| Admin fee / account holder | $28,326 | $7,997+254.2% | $15,912+78.0% | $6,918+309.5% |