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 | $678,823 | $127,777+431.3% | $106,548+537.1% | $167,490+305.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.84% | 33.87%-16.0pp | 26.80%-9.0pp | 478.56%-460.7pp |
| Employer contribution / active EE | $15,380 | $3,427+348.9% | $2,819+445.6% | $4,837+217.9% |
| Participant deferral / active EE | $10,500 | $5,087+106.4% | $4,398+138.7% | $6,341+65.6% |
| Admin fee / account holder | $8,455 | $11,228-24.7% | $7,407+14.1% | $12,309-31.3% |