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 | $616,419 | $227,553+170.9% | $189,557+225.2% | $167,490+268.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.08% | 78.40%-59.3pp | 64.17%-45.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $17,081 | $5,316+221.3% | $4,412+287.1% | $4,837+253.1% |
| Participant deferral / active EE | $10,300 | $7,002+47.1% | $6,174+66.8% | $6,341+62.4% |
| Admin fee / account holder | $5,424 | $11,878-54.3% | $9,807-44.7% | $12,309-55.9% |