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 | $539,948 | $125,758+329.4% | $169,993+217.6% | $75,163+618.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 29.61% | 27.20%+2.4pp | 53.37%-23.8pp | 160.62%-131.0pp |
| Employer contribution / active EE | $18,648 | $4,615+304.1% | $6,785+174.8% | $2,670+598.5% |
| Participant deferral / active EE | $19,502 | $6,837+185.2% | $10,408+87.4% | $4,125+372.8% |
| Admin fee / account holder | $4,393 | $8,173-46.3% | $12,815-65.7% | $5,651-22.3% |