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 | $744,717 | $80,717+822.6% | $154,803+381.1% | $84,808+778.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.31% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $27,119 | $2,761+882.1% | $4,305+529.9% | $2,631+930.8% |
| Participant deferral / active EE | $16,348 | $3,303+394.9% | $5,540+195.1% | $4,212+288.2% |
| Admin fee / account holder | $15,461 | $6,746+129.2% | $14,329+7.9% | $7,344+110.5% |