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 | $506,776 | $47,944+957.0% | $67,834+647.1% | $62,891+705.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 5.72% | 11.77%-6.0pp | 138.47%-132.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $21,657 | $1,562+1286.4% | $2,403+801.1% | $2,281+849.5% |
| Participant deferral / active EE | $14,463 | $2,247+543.7% | $3,160+357.7% | $3,203+351.5% |
| Admin fee / account holder | $47,601 | $3,712+1182.4% | $4,622+929.8% | $4,296+1008.1% |