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 | $422,964 | $118,450+257.1% | $98,439+329.7% | $139,434+203.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 18.94%-1.4pp | 21.16%-3.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $13,900 | $3,609+285.1% | $3,048+356.0% | $4,751+192.6% |
| Participant deferral / active EE | $27,500 | $5,392+410.0% | $4,738+480.4% | $6,710+309.8% |
| Admin fee / account holder | $986 | $14,026-93.0% | $8,948-89.0% | $11,403-91.3% |