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 | $577,203 | $81,248+610.4% | $155,509+271.2% | $80,856+613.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.57% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $5,970 | $3,100+92.6% | $4,672+27.8% | $2,755+116.7% |
| Participant deferral / active EE | $11,033 | $3,452+219.7% | $5,626+96.1% | $4,296+156.8% |
| Admin fee / account holder | $42,488 | $7,997+431.3% | $15,912+167.0% | $6,918+514.2% |