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 | $909,890 | $77,899+1068.0% | $149,673+507.9% | $75,163+1110.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.96% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $31,577 | $3,137+906.5% | $4,818+555.4% | $2,670+1082.8% |
| Participant deferral / active EE | $17,957 | $3,411+426.5% | $5,680+216.2% | $4,125+335.3% |
| Admin fee / account holder | $11,805 | $5,956+98.2% | $13,210-10.6% | $5,651+108.9% |