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 | $486,643 | $77,899+524.7% | $149,673+225.1% | $75,163+547.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.28% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $34,454 | $3,137+998.2% | $4,818+615.2% | $2,670+1190.5% |
| Participant deferral / active EE | $9,897 | $3,411+190.2% | $5,680+74.2% | $4,125+139.9% |
| Admin fee / account holder | $1,251 | $5,956-79.0% | $13,210-90.5% | $5,651-77.9% |