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 | $602,750 | $111,535+440.4% | $105,223+472.8% | $137,256+339.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.27% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $12,344 | $3,939+213.3% | $3,689+234.7% | $4,156+197.0% |
| Participant deferral / active EE | $18,905 | $5,500+243.7% | $5,072+272.7% | $6,407+195.1% |
| Admin fee / account holder | $3,667 | $9,721-62.3% | $8,859-58.6% | $12,270-70.1% |