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 | $903,009 | $99,918+803.8% | $81,382+1009.6% | $145,922+518.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.32% | 34.32%-11.0pp | 24.73%-1.4pp | 561.29%-538.0pp |
| Employer contribution / active EE | $15,385 | $2,978+416.7% | $2,463+524.7% | $4,660+230.2% |
| Participant deferral / active EE | $11,216 | $4,605+143.6% | $3,883+188.8% | $6,688+67.7% |
| Admin fee / account holder | $16,379 | $8,212+99.4% | $5,768+183.9% | $13,397+22.3% |