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 | $823,900 | $95,266+764.8% | $82,389+900.0% | $142,382+478.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.89% | 25.74%-6.8pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $21,132 | $2,991+606.5% | $2,517+739.5% | $4,299+391.5% |
| Participant deferral / active EE | $23,573 | $4,809+390.2% | $4,155+467.4% | $6,507+262.3% |
| Admin fee / account holder | $1,240 | $8,563-85.5% | $7,231-82.9% | $12,624-90.2% |