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 | $403,380 | $69,518+480.3% | $59,878+573.7% | $135,375+198.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 17.33% | 7.94%+9.4pp | 3.46%+13.9pp | 519.73%-502.4pp |
| Employer contribution / active EE | $20,996 | $3,235+549.1% | $2,722+671.5% | $4,779+339.4% |
| Participant deferral / active EE | $9,978 | $4,206+137.2% | $3,402+193.3% | $5,609+77.9% |
| Admin fee / account holder | $25,844 | $5,734+350.7% | $3,590+619.8% | $10,827+138.7% |