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 | $528,086 | $111,754+372.5% | $103,333+411.1% | $145,922+261.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.89% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $17,881 | $4,212+324.5% | $3,868+362.3% | $4,660+283.7% |
| Participant deferral / active EE | $17,481 | $5,619+211.1% | $5,057+245.7% | $6,688+161.4% |
| Admin fee / account holder | $50,097 | $9,750+413.8% | $8,355+499.6% | $13,397+273.9% |