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 | $544,686 | $80,717+574.8% | $154,803+251.9% | $84,808+542.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.65% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $33,316 | $2,761+1106.5% | $4,305+673.8% | $2,631+1166.3% |
| Participant deferral / active EE | $17,627 | $3,303+433.6% | $5,540+218.1% | $4,212+318.5% |
| Admin fee / account holder | $40,713 | $6,746+503.5% | $14,329+184.1% | $7,344+454.4% |