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 | $590,030 | $104,664+463.7% | $85,682+588.6% | $167,490+252.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 14.67% | 21.45%-6.8pp | 21.49%-6.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $11,270 | $3,337+237.7% | $2,618+330.4% | $4,837+133.0% |
| Participant deferral / active EE | $8,451 | $4,824+75.2% | $3,923+115.5% | $6,341+33.3% |
| Admin fee / account holder | $196,894 | $10,032+1862.7% | $6,873+2764.7% | $12,309+1499.6% |