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 | $422,008 | $107,015+294.3% | $73,545+473.8% | $147,584+185.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 38.25%-21.9pp | -15.16%+31.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,000 | $1,760+297.7% | $1,219+474.2% | $4,876+43.6% |
| Participant deferral / active EE | $20,000 | $2,462+712.5% | $1,806+1007.4% | $5,439+267.7% |
| Admin fee / account holder | $4,800 | $3,055+57.1% | $2,320+106.9% | $10,885-55.9% |