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 | $731,448 | $180,028+306.3% | $138,135+429.5% | $158,922+360.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.70% | 21.68%-10.0pp | 20.51%-8.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $14,715 | $7,470+97.0% | $5,587+163.4% | $4,761+209.1% |
| Participant deferral / active EE | $12,965 | $7,717+68.0% | $6,431+101.6% | $5,982+116.7% |
| Admin fee / account holder | $328 | $17,912-98.2% | $11,856-97.2% | $11,246-97.1% |