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 | $548,662 | $180,028+204.8% | $138,135+297.2% | $158,922+245.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 21.68%-6.6pp | 20.51%-5.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $8,941 | $7,470+19.7% | $5,587+60.0% | $4,761+87.8% |
| Participant deferral / active EE | $7,891 | $7,717+2.2% | $6,431+22.7% | $5,982+31.9% |
| Admin fee / account holder | $40,059 | $17,912+123.6% | $11,856+237.9% | $11,246+256.2% |