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 | $471,085 | $87,166+440.4% | $76,735+513.9% | $137,256+243.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.97% | 26.50%-12.5pp | 29.77%-15.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $29,346 | $2,904+910.4% | $2,454+1095.7% | $4,156+606.1% |
| Participant deferral / active EE | $28,265 | $4,726+498.0% | $4,088+591.4% | $6,407+341.2% |
| Admin fee / account holder | $126,454 | $8,403+1404.8% | $7,189+1658.9% | $12,270+930.6% |