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 | $648,725 | $85,022+663.0% | $70,515+820.0% | $139,434+365.3% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 21.73% | 30.38%-8.6pp | 32.77%-11.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $15,911 | $3,909+307.0% | $2,973+435.1% | $4,751+234.9% |
| Participant deferral / active EE | $23,055 | $5,890+291.4% | $4,567+404.8% | $6,710+243.6% |
| Admin fee / account holder | $2,000 | $8,906-77.5% | $6,412-68.8% | $11,403-82.5% |