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 | $589,033 | $114,381+415.0% | $107,525+447.8% | $142,382+313.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.35% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $24,553 | $4,015+511.6% | $3,754+554.1% | $4,299+471.1% |
| Participant deferral / active EE | $15,771 | $5,564+183.4% | $5,116+208.3% | $6,507+142.4% |
| Admin fee / account holder | $31,522 | $9,860+219.7% | $8,919+253.4% | $12,624+149.7% |