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 | $580,072 | $98,240+490.5% | $82,313+604.7% | $147,584+293.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.35% | 30.85%-10.5pp | 25.88%-5.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $7,500 | $3,192+135.0% | $2,428+208.9% | $4,876+53.8% |
| Participant deferral / active EE | $5,297 | $4,383+20.8% | $3,706+42.9% | $5,439-2.6% |
| Admin fee / account holder | $8,085 | $8,563-5.6% | $5,608+44.2% | $10,885-25.7% |