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 | $718,319 | $152,587+370.8% | $125,175+473.9% | $152,861+369.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.65% | 54.84%-32.2pp | 43.79%-21.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $23,324 | $4,946+371.6% | $3,865+503.4% | $4,762+389.8% |
| Participant deferral / active EE | $13,882 | $5,868+136.6% | $4,937+181.2% | $5,850+137.3% |
| Admin fee / account holder | $6,758 | $13,434-49.7% | $9,702-30.3% | $11,596-41.7% |