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 | $664,697 | $77,634+756.2% | $156,549+324.6% | $62,891+956.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.42% | 50.32%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $33,004 | $3,444+858.4% | $5,501+499.9% | $2,281+1347.0% |
| Participant deferral / active EE | $14,589 | $3,045+379.0% | $4,871+199.5% | $3,203+355.5% |
| Admin fee / account holder | $4,160 | $5,561-25.2% | $13,027-68.1% | $4,296-3.2% |