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 | $554,071 | $81,248+581.9% | $155,509+256.3% | $80,856+585.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.15% | 33.31%-16.2pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $35,427 | $3,100+1042.7% | $4,672+658.2% | $2,755+1186.0% |
| Participant deferral / active EE | $13,129 | $3,452+280.4% | $5,626+133.4% | $4,296+205.6% |
| Admin fee / account holder | $83,832 | $7,997+948.3% | $15,912+426.8% | $6,918+1111.8% |