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 | $509,145 | $98,750+415.6% | $149,696+240.1% | $79,858+537.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.15% | 27.43%-13.3pp | 276.60%-262.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $7,181 | $3,216+123.3% | $4,644+54.6% | $2,471+190.6% |
| Participant deferral / active EE | $15,550 | $5,680+173.8% | $6,842+127.3% | $3,740+315.8% |
| Admin fee / account holder | $14,983 | $6,053+147.5% | $9,309+61.0% | $5,306+182.4% |