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 | $487,955 | $148,978+227.5% | $200,582+143.3% | $84,808+475.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.17% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $10,517 | $4,815+118.4% | $6,419+63.8% | $2,631+299.7% |
| Participant deferral / active EE | $9,396 | $7,142+31.6% | $9,331+0.7% | $4,212+123.1% |
| Admin fee / account holder | $193,617 | $13,977+1285.2% | $16,305+1087.5% | $7,344+2536.5% |