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 | $450,165 | $210,408+113.9% | $153,485+193.3% | $145,922+208.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.50% | 13.37%-1.9pp | 15.65%-4.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,963 | $6,048-1.4% | $5,039+18.3% | $4,660+28.0% |
| Participant deferral / active EE | $11,205 | $7,975+40.5% | $6,757+65.8% | $6,688+67.5% |
| Admin fee / account holder | $96,125 | $19,419+395.0% | $12,724+655.4% | $13,397+617.5% |