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 | $503,694 | $81,248+519.9% | $155,509+223.9% | $80,856+522.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.03% | 33.31%-14.3pp | 64.67%-45.6pp | 35.59%-16.6pp |
| Employer contribution / active EE | $21,442 | $3,100+591.6% | $4,672+358.9% | $2,755+678.3% |
| Participant deferral / active EE | $12,928 | $3,452+274.5% | $5,626+129.8% | $4,296+200.9% |
| Admin fee / account holder | $14,847 | $7,997+85.6% | $15,912-6.7% | $6,918+114.6% |