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 | $575,236 | $109,359+426.0% | $162,163+254.7% | $72,985+688.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.25% | 25.46%-0.2pp | 115.59%-90.3pp | 81.00%-55.7pp |
| Employer contribution / active EE | $27,157 | $3,907+595.0% | $5,614+383.8% | $2,440+1013.1% |
| Participant deferral / active EE | $16,425 | $5,481+199.7% | $7,298+125.1% | $3,607+355.3% |
| Admin fee / account holder | $13,937 | $7,972+74.8% | $10,843+28.5% | $5,124+172.0% |