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 | $725,488 | $82,032+784.4% | $123,104+489.3% | $59,632+1116.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 7.25% | 5.12%+2.1pp | 13.22%-6.0pp | 2041.28%-2034.0pp |
| Employer contribution / active EE | $12,872 | $3,297+290.5% | $5,151+149.9% | $2,203+484.4% |
| Participant deferral / active EE | $7,008 | $4,667+50.2% | $6,230+12.5% | $3,192+119.6% |
| Admin fee / account holder | $22,524 | $5,881+283.0% | $9,015+149.9% | $4,297+424.2% |