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 | $606,020 | $176,812+242.7% | $146,665+313.2% | $167,490+261.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.70% | 24.03%-8.3pp | 22.74%-7.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $15,410 | $5,160+198.6% | $4,136+272.6% | $4,837+218.6% |
| Participant deferral / active EE | $16,910 | $6,440+162.6% | $5,506+207.1% | $6,341+166.7% |
| Admin fee / account holder | $5,621 | $13,259-57.6% | $10,280-45.3% | $12,309-54.3% |