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 | $541,102 | $125,758+330.3% | $169,993+218.3% | $75,163+619.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.10% | 27.20%-4.1pp | 53.37%-30.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $16,882 | $4,615+265.8% | $6,785+148.8% | $2,670+532.3% |
| Participant deferral / active EE | $13,110 | $6,837+91.7% | $10,408+26.0% | $4,125+217.8% |
| Admin fee / account holder | $118,097 | $8,173+1344.9% | $12,815+821.5% | $5,651+1989.9% |