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 | $480,956 | $85,766+460.8% | $136,294+252.9% | $70,131+585.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.25% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,000 | $2,966+68.6% | $4,695+6.5% | $2,342+113.5% |
| Participant deferral / active EE | $12,796 | $5,051+153.3% | $6,247+104.8% | $3,332+284.1% |
| Admin fee / account holder | $11,739 | $5,420+116.6% | $9,243+27.0% | $4,645+152.7% |