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 | $752,574 | $83,337+803.1% | $67,834+1009.4% | $273,961+174.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.49% | 259.45%-250.0pp | 138.47%-129.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $27,267 | $3,287+729.5% | $2,403+1034.5% | $4,869+460.0% |
| Participant deferral / active EE | $4,097 | $4,088+0.2% | $3,160+29.7% | $5,287-22.5% |
| Admin fee / account holder | $59,100 | $6,752+775.3% | $4,622+1178.6% | $10,132+483.3% |