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 | $643,244 | $99,918+543.8% | $81,382+690.4% | $145,922+340.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.56% | 34.32%-3.8pp | 24.73%+5.8pp | 561.29%-530.7pp |
| Employer contribution / active EE | $25,737 | $2,978+764.3% | $2,463+945.0% | $4,660+452.3% |
| Participant deferral / active EE | $15,550 | $4,605+237.7% | $3,883+300.5% | $6,688+132.5% |
| Admin fee / account holder | $1,315 | $8,212-84.0% | $5,768-77.2% | $13,397-90.2% |