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 | $671,580 | $76,407+778.9% | $150,298+346.8% | $82,448+714.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.66% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $26,060 | $2,614+896.9% | $4,154+527.3% | $2,551+921.6% |
| Participant deferral / active EE | $16,303 | $3,214+407.2% | $5,453+199.0% | $4,139+293.9% |
| Admin fee / account holder | $15,204 | $6,352+139.4% | $14,116+7.7% | $7,234+110.2% |