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 | $996,364 | $176,812+463.5% | $146,665+579.3% | $167,490+494.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.80% | 24.03%-1.2pp | 22.74%+0.1pp | 478.56%-455.8pp |
| Employer contribution / active EE | $24,575 | $5,160+376.3% | $4,136+494.1% | $4,837+408.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $33,830 | $13,259+155.1% | $10,280+229.1% | $12,309+174.8% |