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 | $545,480 | $53,596+917.8% | $90,645+501.8% | $64,186+749.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 21.15% | 4.41%+16.7pp | 1.88%+19.3pp | 7.63%+13.5pp |
| Employer contribution / active EE | $10,129 | $1,503+574.0% | $2,532+300.1% | $2,381+325.4% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,559 | $3,868+147.2% | $4,994+91.4% | $4,888+95.6% |