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 | $731,520 | $80,717+806.3% | $154,803+372.5% | $84,808+762.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 30.65% | 37.96%-7.3pp | 58.88%-28.2pp | 40.90%-10.2pp |
| Employer contribution / active EE | $30,763 | $2,761+1014.1% | $4,305+614.5% | $2,631+1069.3% |
| Participant deferral / active EE | $21,843 | $3,303+561.3% | $5,540+294.2% | $4,212+418.6% |
| Admin fee / account holder | $7,693 | $6,746+14.0% | $14,329-46.3% | $7,344+4.8% |