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 | $627,993 | $116,175+440.6% | $93,606+570.9% | $152,861+310.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 35.06% | 35.96%-0.9pp | 32.76%+2.3pp | 345.32%-310.3pp |
| Employer contribution / active EE | $17,020 | $3,218+428.9% | $2,718+526.2% | $4,762+257.4% |
| Participant deferral / active EE | $2,092 | $4,603-54.6% | $4,069-48.6% | $5,850-64.2% |
| Admin fee / account holder | $40,797 | $10,748+279.6% | $7,888+417.2% | $11,596+251.8% |