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 | $542,367 | $165,335+228.0% | $149,696+262.3% | $158,922+241.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.69% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $11,609 | $5,103+127.5% | $4,644+150.0% | $4,761+143.8% |
| Participant deferral / active EE | $16,653 | $7,181+131.9% | $6,842+143.4% | $5,982+178.4% |
| Admin fee / account holder | $25,366 | $10,807+134.7% | $9,309+172.5% | $11,246+125.6% |