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 | $529,408 | $94,529+460.0% | $140,016+278.1% | $64,186+724.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 12.91% | 7.77%+5.1pp | 651.12%-638.2pp | 7.63%+5.3pp |
| Employer contribution / active EE | $13,559 | $3,812+255.7% | $5,606+141.9% | $2,381+469.5% |
| Participant deferral / active EE | $18,698 | $5,250+256.2% | $6,927+169.9% | $3,470+438.9% |
| Admin fee / account holder | $1,180 | $6,741-82.5% | $10,705-89.0% | $4,888-75.9% |