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 | $491,018 | $80,717+508.3% | $154,803+217.2% | $84,808+479.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.89% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $26,029 | $2,761+842.6% | $4,305+504.6% | $2,631+889.3% |
| Participant deferral / active EE | $17,161 | $3,303+419.5% | $5,540+209.7% | $4,212+307.5% |
| Admin fee / account holder | $3,856 | $6,746-42.8% | $14,329-73.1% | $7,344-47.5% |