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 | $706,328 | $176,812+299.5% | $146,665+381.6% | $167,490+321.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.47% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $15,965 | $5,160+209.4% | $4,136+286.0% | $4,837+230.0% |
| Participant deferral / active EE | $11,467 | $6,440+78.1% | $5,506+108.3% | $6,341+80.8% |
| Admin fee / account holder | $5,395 | $13,259-59.3% | $10,280-47.5% | $12,309-56.2% |