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 | $456,256 | $77,899+485.7% | $149,673+204.8% | $75,163+507.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.02% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $24,533 | $3,137+682.0% | $4,818+409.2% | $2,670+818.9% |
| Participant deferral / active EE | $14,928 | $3,411+337.6% | $5,680+162.8% | $4,125+261.9% |
| Admin fee / account holder | $8,259 | $5,956+38.7% | $13,210-37.5% | $5,651+46.2% |