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 | $527,037 | $106,749+393.7% | $145,433+262.4% | $82,448+539.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.45% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $22,838 | $3,444+563.0% | $4,554+401.4% | $2,551+795.3% |
| Participant deferral / active EE | $22,131 | $6,519+239.5% | $7,897+180.2% | $4,139+434.6% |
| Admin fee / account holder | $25,584 | $8,390+204.9% | $13,129+94.9% | $7,234+253.6% |