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 | $771,817 | $369,484+108.9% | $303,047+154.7% | $357,791+115.7% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 12.45% | 0.42%+12.0pp | 2.47%+10.0pp | 396.79%-384.3pp |
| Employer contribution / active EE | $25,000 | $9,025+177.0% | $7,418+237.0% | $7,508+233.0% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $5,751 | $49,137-88.3% | $39,333-85.4% | $28,387-79.7% |