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 | $551,933 | $55,453+895.3% | $170,442+223.8% | $62,292+786.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.48% | 21.38%-7.9pp | 205.93%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $21,951 | $2,164+914.5% | $5,433+304.0% | $2,042+974.8% |
| Participant deferral / active EE | $12,188 | $2,303+429.3% | $4,939+146.7% | $3,169+284.6% |
| Admin fee / account holder | $31,280 | $455+6774.0% | $13,880+125.4% | $479+6425.7% |