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 | $798,888 | $76,407+945.6% | $150,298+431.5% | $82,448+869.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.54% | 39.99%-22.5pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $28,205 | $2,614+979.0% | $4,154+579.0% | $2,551+1005.7% |
| Participant deferral / active EE | $16,254 | $3,214+405.7% | $5,453+198.1% | $4,139+292.7% |
| Admin fee / account holder | $1,615 | $6,352-74.6% | $14,116-88.6% | $7,234-77.7% |