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 | $687,808 | $106,749+544.3% | $145,433+372.9% | $82,448+734.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.85% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $12,551 | $3,444+264.4% | $4,554+175.6% | $2,551+392.0% |
| Participant deferral / active EE | $13,805 | $6,519+111.8% | $7,897+74.8% | $4,139+233.5% |
| Admin fee / account holder | $11,868 | $8,390+41.5% | $13,129-9.6% | $7,234+64.0% |