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 | $835,471 | $74,888+1015.6% | $71,209+1073.3% | $142,382+486.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.30% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $34,358 | $2,854+1103.7% | $2,721+1162.7% | $4,299+699.2% |
| Participant deferral / active EE | $5,250 | $4,454+17.9% | $4,175+25.7% | $6,507-19.3% |
| Admin fee / account holder | $105,414 | $5,568+1793.1% | $5,349+1870.8% | $12,624+735.0% |