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 | $582,740 | $93,571+522.8% | $135,903+328.8% | $75,163+675.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.25% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $17,139 | $3,537+384.6% | $4,856+252.9% | $2,670+542.0% |
| Participant deferral / active EE | $13,073 | $6,404+104.1% | $7,758+68.5% | $4,125+216.9% |
| Admin fee / account holder | $10,714 | $6,975+53.6% | $10,762-0.4% | $5,651+89.6% |