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 | $537,996 | $56,053+859.8% | $75,972+608.1% | $80,856+565.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 25.70% | 20.53%+5.2pp | 359.55%-333.8pp | 35.59%-9.9pp |
| Employer contribution / active EE | $2,598 | $1,874+38.7% | $2,685-3.2% | $2,755-5.7% |
| Participant deferral / active EE | $19,210 | $3,052+529.5% | $4,255+351.4% | $4,296+347.2% |
| Admin fee / account holder | $39,694 | $5,234+658.5% | $6,467+513.8% | $6,918+473.8% |