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 | $422,565 | $58,828+618.3% | $77,999+441.8% | $62,891+571.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 21.25% | 17.16%+4.1pp | 425.96%-404.7pp | 20.14%+1.1pp |
| Employer contribution / active EE | $14,897 | $1,672+791.2% | $2,470+503.1% | $2,281+553.1% |
| Participant deferral / active EE | $8,722 | $2,686+224.8% | $3,497+149.4% | $3,203+172.3% |
| Admin fee / account holder | $21,408 | $4,393+387.3% | $5,480+290.6% | $4,296+398.4% |