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 | $589,475 | $100,041+489.2% | $149,718+293.7% | $70,131+740.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.07% | 27.43%-8.4pp | 1501.63%-1482.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $26,045 | $3,662+611.3% | $5,445+378.3% | $2,342+1011.9% |
| Participant deferral / active EE | $5,987 | $4,983+20.2% | $6,569-8.9% | $3,332+79.7% |
| Admin fee / account holder | $5,713 | $8,286-31.1% | $11,283-49.4% | $4,645+23.0% |