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 | $656,746 | $59,839+997.5% | $81,983+701.1% | $79,858+722.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 13.72% | 17.56%-3.8pp | 41.31%-27.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $20,605 | $1,713+1102.5% | $2,498+724.9% | $2,471+733.9% |
| Participant deferral / active EE | $12,837 | $2,695+376.3% | $3,722+244.9% | $3,740+243.2% |
| Admin fee / account holder | $18,635 | $4,287+334.7% | $5,664+229.0% | $5,306+251.2% |