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 | $833,310 | $81,248+925.6% | $155,509+435.9% | $80,856+930.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.52% | 33.31%-11.8pp | 64.67%-43.1pp | 35.59%-14.1pp |
| Employer contribution / active EE | $24,775 | $3,100+699.1% | $4,672+430.2% | $2,755+799.3% |
| Participant deferral / active EE | $23,115 | $3,452+569.7% | $5,626+310.9% | $4,296+438.1% |
| Admin fee / account holder | $200,226 | $7,997+2403.7% | $15,912+1158.3% | $6,918+2794.3% |