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 | $496,605 | $77,899+537.5% | $149,673+231.8% | $75,163+560.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.50% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $23,776 | $3,137+657.8% | $4,818+393.5% | $2,670+790.5% |
| Participant deferral / active EE | $20,112 | $3,411+489.6% | $5,680+254.1% | $4,125+387.6% |
| Admin fee / account holder | $65,742 | $5,956+1003.7% | $13,210+397.7% | $5,651+1063.4% |