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 | $507,818 | $98,750+414.2% | $149,696+239.2% | $79,858+535.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.77% | 27.43%-7.7pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $15,295 | $3,216+375.5% | $4,644+229.3% | $2,471+519.0% |
| Participant deferral / active EE | $8,054 | $5,680+41.8% | $6,842+17.7% | $3,740+115.3% |
| Admin fee / account holder | $31,791 | $6,053+425.2% | $9,309+241.5% | $5,306+499.1% |