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 | $761,767 | $80,717+843.7% | $154,803+392.1% | $84,808+798.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.21% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $27,498 | $2,761+895.8% | $4,305+538.7% | $2,631+945.2% |
| Participant deferral / active EE | $22,142 | $3,303+570.3% | $5,540+299.6% | $4,212+425.7% |
| Admin fee / account holder | $57,288 | $6,746+749.3% | $14,329+299.8% | $7,344+680.1% |