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 | $670,962 | $95,266+604.3% | $82,389+714.4% | $142,382+371.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.50% | 25.74%-13.2pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $21,125 | $2,991+606.3% | $2,517+739.3% | $4,299+391.4% |
| Participant deferral / active EE | $23,500 | $4,809+388.7% | $4,155+465.6% | $6,507+261.1% |
| Admin fee / account holder | $2,570 | $8,563-70.0% | $7,231-64.5% | $12,624-79.6% |