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 | $489,702 | $81,248+502.7% | $155,509+214.9% | $80,856+505.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.23% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $16,152 | $3,100+421.0% | $4,672+245.7% | $2,755+486.3% |
| Participant deferral / active EE | $10,908 | $3,452+216.0% | $5,626+93.9% | $4,296+153.9% |
| Admin fee / account holder | $67,701 | $7,997+746.6% | $15,912+325.5% | $6,918+878.6% |