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 | $642,041 | $82,882+674.6% | $127,761+402.5% | $72,985+779.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 19.51% | 32.20%-12.7pp | 26.14%-6.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $22,447 | $3,346+570.8% | $4,574+390.8% | $2,440+820.0% |
| Participant deferral / active EE | $15,686 | $4,791+227.4% | $6,021+160.5% | $3,607+334.8% |
| Admin fee / account holder | $21,129 | $6,487+225.7% | $9,395+124.9% | $5,124+312.3% |