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 | $795,448 | $81,233+879.2% | $155,567+411.3% | $80,874+883.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.35% | 33.33%-16.0pp | 64.74%-47.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $52,843 | $3,101+1604.2% | $4,674+1030.5% | $2,756+1817.6% |
| Participant deferral / active EE | $5,376 | $3,452+55.7% | $5,628-4.5% | $4,297+25.1% |
| Admin fee / account holder | $36,511 | $7,998+356.5% | $15,916+129.4% | $6,935+426.5% |