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 | $430,584 | $98,750+336.0% | $149,696+187.6% | $79,858+439.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.58% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $7,052 | $3,216+119.2% | $4,644+51.8% | $2,471+185.4% |
| Participant deferral / active EE | $11,392 | $5,680+100.6% | $6,842+66.5% | $3,740+204.6% |
| Admin fee / account holder | $35,743 | $6,053+490.5% | $9,309+284.0% | $5,306+573.6% |