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 | $726,997 | $59,839+1114.9% | $81,983+786.8% | $79,858+810.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 12.61% | 17.56%-4.9pp | 41.31%-28.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $23,723 | $1,713+1284.5% | $2,498+849.7% | $2,471+860.1% |
| Participant deferral / active EE | $9,396 | $2,695+248.6% | $3,722+152.4% | $3,740+151.2% |
| Admin fee / account holder | $17,246 | $4,287+302.3% | $5,664+204.5% | $5,306+225.0% |