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 | $363,120 | $84,233+331.1% | $170,442+113.0% | $70,131+417.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.10% | 23.06%-5.0pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $43,620 | $3,387+1187.9% | $5,433+702.9% | $2,342+1762.2% |
| Participant deferral / active EE | $2,583 | $3,086-16.3% | $4,939-47.7% | $3,332-22.5% |
| Admin fee / account holder | $68,824 | $5,698+1107.9% | $13,880+395.8% | $4,645+1381.6% |