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 | $939,165 | $101,069+829.2% | $81,478+1052.7% | $147,584+536.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.50% | 32.40%-10.9pp | 38.78%-17.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $48,899 | $3,205+1425.7% | $2,568+1804.4% | $4,876+902.8% |
| Participant deferral / active EE | $18,650 | $4,242+339.7% | $3,537+427.3% | $5,439+242.9% |
| Admin fee / account holder | $3,296 | $5,812-43.3% | $4,561-27.7% | $10,885-69.7% |