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 | $851,895 | $92,222+823.7% | $76,768+1009.7% | $135,375+529.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 12.14% | 5.46%+6.7pp | 2.43%+9.7pp | 519.73%-507.6pp |
| Employer contribution / active EE | $12,537 | $3,216+289.8% | $2,485+404.5% | $4,779+162.3% |
| Participant deferral / active EE | $22,566 | $4,509+400.5% | $3,852+485.9% | $5,609+302.3% |
| Admin fee / account holder | $72,887 | $10,748+578.1% | $6,675+992.0% | $10,827+573.2% |