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 | $695,035 | $165,335+320.4% | $149,696+364.3% | $158,922+337.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.21% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $11,066 | $5,103+116.9% | $4,644+138.3% | $4,761+132.4% |
| Participant deferral / active EE | $10,235 | $7,181+42.5% | $6,842+49.6% | $5,982+71.1% |
| Admin fee / account holder | $130,677 | $10,807+1109.2% | $9,309+1303.8% | $11,246+1062.0% |