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 | $717,314 | $107,015+570.3% | $73,545+875.3% | $147,584+386.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.33% | 38.25%-22.9pp | -15.16%+30.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $26,521 | $1,760+1406.8% | $1,219+2075.6% | $4,876+443.9% |
| Participant deferral / active EE | $20,000 | $2,462+712.5% | $1,806+1007.4% | $5,439+267.7% |
| Admin fee / account holder | $7,960 | $3,055+160.6% | $2,320+243.2% | $10,885-26.9% |