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 | $521,557 | $192,717+170.6% | $142,449+266.1% | $139,434+274.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.67% | 17.99%-4.3pp | 19.99%-6.3pp | 372.94%-359.3pp |
| Employer contribution / active EE | $55,947 | $5,806+863.6% | $4,847+1054.2% | $4,751+1077.6% |
| Participant deferral / active EE | $16,500 | $7,208+128.9% | $6,283+162.6% | $6,710+145.9% |
| Admin fee / account holder | $76,448 | $15,124+405.5% | $10,011+663.7% | $11,403+570.5% |