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 | $911,120 | $176,812+415.3% | $146,665+521.2% | $167,490+444.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.66% | 24.03%-5.4pp | 22.74%-4.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $30,000 | $5,160+481.4% | $4,136+625.3% | $4,837+520.2% |
| Participant deferral / active EE | $3,158 | $6,440-51.0% | $5,506-42.7% | $6,341-50.2% |
| Admin fee / account holder | $14,596 | $13,259+10.1% | $10,280+42.0% | $12,309+18.6% |