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 | $614,011 | $127,065+383.2% | $113,168+442.6% | $142,382+331.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.96% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $8,333 | $3,442+142.1% | $2,975+180.1% | $4,299+93.8% |
| Participant deferral / active EE | $11,333 | $5,716+98.3% | $5,107+121.9% | $6,507+74.2% |
| Admin fee / account holder | $20,813 | $15,736+32.3% | $12,068+72.5% | $12,624+64.9% |