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 | $658,676 | $97,125+578.2% | $86,233+663.8% | $137,256+379.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.45% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,189 | $2,841-22.9% | $2,504-12.6% | $4,156-47.3% |
| Participant deferral / active EE | $3,797 | $5,180-26.7% | $4,559-16.7% | $6,407-40.7% |
| Admin fee / account holder | $41,715 | $9,725+329.0% | $8,342+400.1% | $12,270+240.0% |