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 | $573,681 | $100,923+468.4% | $150,045+282.3% | $74,304+672.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.27% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $36,547 | $3,463+955.3% | $4,693+678.7% | $2,241+1530.7% |
| Participant deferral / active EE | $8,310 | $6,709+23.9% | $7,997+3.9% | $3,767+120.6% |
| Admin fee / account holder | $29,868 | $2,767+979.5% | $13,435+122.3% | $2,969+906.1% |