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 | $617,983 | $95,193+549.2% | $76,523+707.6% | $135,375+356.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 3.24% | 4.85%-1.6pp | -0.27%+3.5pp | 519.73%-516.5pp |
| Employer contribution / active EE | $22,839 | $3,302+591.6% | $2,647+762.8% | $4,779+377.9% |
| Participant deferral / active EE | $5,267 | $4,639+13.5% | $3,835+37.3% | $5,609-6.1% |
| Admin fee / account holder | $212,456 | $6,249+3300.1% | $4,848+4282.1% | $10,827+1862.3% |