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 | $737,933 | $127,065+480.8% | $113,168+552.1% | $142,382+418.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.65% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $14,453 | $3,442+319.9% | $2,975+385.8% | $4,299+236.2% |
| Participant deferral / active EE | $13,857 | $5,716+142.4% | $5,107+171.3% | $6,507+112.9% |
| Admin fee / account holder | $24,896 | $15,736+58.2% | $12,068+106.3% | $12,624+97.2% |