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 | $599,975 | $106,749+462.0% | $145,433+312.5% | $82,448+627.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.53% | 27.59%-5.1pp | 66.58%-44.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $15,372 | $3,444+346.3% | $4,554+237.5% | $2,551+502.6% |
| Participant deferral / active EE | $9,722 | $6,519+49.1% | $7,897+23.1% | $4,139+134.9% |
| Admin fee / account holder | $37,693 | $8,390+349.3% | $13,129+187.1% | $7,234+421.0% |