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 | $545,235 | $106,515+411.9% | $96,683+463.9% | $139,434+291.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.80% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $24,019 | $4,103+485.4% | $3,737+542.8% | $4,751+405.6% |
| Participant deferral / active EE | $17,718 | $5,454+224.9% | $4,878+263.2% | $6,710+164.0% |
| Admin fee / account holder | $4,616 | $7,877-41.4% | $6,730-31.4% | $11,403-59.5% |