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 | $526,863 | $84,233+525.5% | $170,442+209.1% | $70,131+651.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $39,796 | $3,387+1075.0% | $5,433+632.5% | $2,342+1598.9% |
| Participant deferral / active EE | $2,149 | $3,086-30.3% | $4,939-56.5% | $3,332-35.5% |
| Admin fee / account holder | $48,236 | $5,698+746.5% | $13,880+247.5% | $4,645+938.4% |