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 | $983,775 | $95,416+931.0% | $185,823+429.4% | $85,850+1045.9% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.7pp |
| Annual return | 14.52% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $27,100 | $3,314+717.8% | $5,167+424.5% | $2,565+956.5% |
| Participant deferral / active EE | $19,519 | $3,423+470.2% | $5,568+250.6% | $3,952+393.9% |
| Admin fee / account holder | $123,041 | $7,213+1605.9% | $16,237+657.8% | $6,260+1865.5% |