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 | $675,247 | $95,416+607.7% | $185,823+263.4% | $85,850+686.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.97% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $15,474 | $3,314+367.0% | $5,167+199.5% | $2,565+503.3% |
| Participant deferral / active EE | $10,493 | $3,423+206.5% | $5,568+88.4% | $3,952+165.5% |
| Admin fee / account holder | $4,909 | $7,213-31.9% | $16,237-69.8% | $6,260-21.6% |