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 | $544,317 | $76,000+616.2% | $154,107+253.2% | $64,186+748.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.09% | 30.32%-20.2pp | 735.12%-725.0pp | 7.63%+2.5pp |
| Employer contribution / active EE | $18,918 | $3,351+464.6% | $5,298+257.1% | $2,381+694.6% |
| Participant deferral / active EE | $13,105 | $3,175+312.7% | $5,081+157.9% | $3,470+277.7% |
| Admin fee / account holder | $30,312 | $5,596+441.7% | $13,411+126.0% | $4,888+520.1% |