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 | $800,380 | $98,750+710.5% | $149,696+434.7% | $79,858+902.3% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 12.73% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $17,735 | $3,216+451.4% | $4,644+281.9% | $2,471+617.8% |
| Participant deferral / active EE | $21,616 | $5,680+280.5% | $6,842+215.9% | $3,740+477.9% |
| Admin fee / account holder | $59,345 | $6,053+880.5% | $9,309+537.5% | $5,306+1018.4% |