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 | $913,671 | $80,717+1031.9% | $154,803+490.2% | $84,808+977.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,170 | $2,761+87.2% | $4,305+20.1% | $2,631+96.5% |
| Participant deferral / active EE | $2,647 | $3,303-19.9% | $5,540-52.2% | $4,212-37.2% |
| Admin fee / account holder | $25,275 | $6,746+274.7% | $14,329+76.4% | $7,344+244.2% |