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 | $950,266 | $118,450+702.3% | $98,439+865.3% | $139,434+581.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.31% | 18.94%-4.6pp | 21.16%-6.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $18,570 | $3,609+414.5% | $3,048+509.2% | $4,751+290.9% |
| Participant deferral / active EE | $19,327 | $5,392+258.4% | $4,738+307.9% | $6,710+188.0% |
| Admin fee / account holder | $2,302 | $14,026-83.6% | $8,948-74.3% | $11,403-79.8% |