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 | $819,882 | $91,190+799.1% | $178,490+359.3% | $79,858+926.7% |
| Participation rate | 86.6% | 69.2%+17.4pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 15.56% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $44,673 | $3,256+1272.1% | $5,011+791.6% | $2,471+1708.0% |
| Participant deferral / active EE | $2,982 | $3,236-7.9% | $5,202-42.7% | $3,740-20.3% |
| Admin fee / account holder | $24,277 | $6,751+259.6% | $13,984+73.6% | $5,306+357.5% |