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 | $784,264 | $162,781+381.8% | $133,956+485.5% | $158,922+393.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.36% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $22,054 | $4,975+343.3% | $3,919+462.8% | $4,761+363.2% |
| Participant deferral / active EE | $13,537 | $5,911+129.0% | $5,048+168.2% | $5,982+126.3% |
| Admin fee / account holder | $2,609 | $11,736-77.8% | $8,927-70.8% | $11,246-76.8% |