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 | $608,208 | $80,717+653.5% | $154,803+292.9% | $84,808+617.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.35% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $35,539 | $2,761+1187.0% | $4,305+725.4% | $2,631+1250.8% |
| Participant deferral / active EE | $19,081 | $3,303+477.7% | $5,540+244.4% | $4,212+353.1% |
| Admin fee / account holder | $49,565 | $6,746+634.8% | $14,329+245.9% | $7,344+574.9% |