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 | $603,040 | $81,248+642.2% | $155,509+287.8% | $80,856+645.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.63% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $39,825 | $3,100+1184.6% | $4,672+752.3% | $2,755+1345.6% |
| Participant deferral / active EE | $24,944 | $3,452+622.7% | $5,626+343.4% | $4,296+480.7% |
| Admin fee / account holder | $51,033 | $7,997+538.1% | $15,912+220.7% | $6,918+637.7% |