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 | $668,812 | $76,407+775.3% | $150,298+345.0% | $82,448+711.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.89% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $77,073 | $2,614+2848.4% | $4,154+1755.3% | $2,551+2921.3% |
| Participant deferral / active EE | $7,564 | $3,214+135.3% | $5,453+38.7% | $4,139+82.7% |
| Admin fee / account holder | $64,901 | $6,352+921.7% | $14,116+359.8% | $7,234+797.1% |