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 | $477,777 | $81,248+488.0% | $155,509+207.2% | $80,856+490.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.96% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $13,843 | $3,100+346.5% | $4,672+196.3% | $2,755+402.5% |
| Participant deferral / active EE | $10,224 | $3,452+196.2% | $5,626+81.7% | $4,296+138.0% |
| Admin fee / account holder | $10,239 | $7,997+28.0% | $15,912-35.7% | $6,918+48.0% |