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 | $653,334 | $77,899+738.7% | $149,673+336.5% | $75,163+769.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.59% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $40,694 | $3,137+1197.0% | $4,818+744.7% | $2,670+1424.2% |
| Participant deferral / active EE | $23,952 | $3,411+602.2% | $5,680+321.7% | $4,125+480.6% |
| Admin fee / account holder | $347,701 | $5,956+5737.5% | $13,210+2532.1% | $5,651+6053.0% |