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 | $571,562 | $171,164+233.9% | $127,761+347.4% | $152,861+273.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 16.02% | 23.54%-7.5pp | 26.14%-10.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $12,461 | $5,447+128.8% | $4,574+172.4% | $4,762+161.7% |
| Participant deferral / active EE | $11,978 | $7,038+70.2% | $6,021+98.9% | $5,850+104.7% |
| Admin fee / account holder | $7,917 | $14,530-45.5% | $9,395-15.7% | $11,596-31.7% |