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 | $605,419 | $51,638+1072.4% | $68,368+785.5% | $82,448+634.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.84% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $27,786 | $2,047+1257.7% | $2,649+948.9% | $2,551+989.2% |
| Participant deferral / active EE | $18,006 | $2,914+518.0% | $4,123+336.7% | $4,139+335.0% |
| Admin fee / account holder | $12,822 | $4,643+176.1% | $5,150+149.0% | $7,234+77.2% |