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 | $477,172 | $77,899+512.6% | $149,673+218.8% | $75,163+534.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.27% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $35,615 | $3,137+1035.2% | $4,818+639.3% | $2,670+1234.0% |
| Participant deferral / active EE | $18,915 | $3,411+454.5% | $5,680+233.0% | $4,125+358.5% |
| Admin fee / account holder | $175,306 | $5,956+2843.2% | $13,210+1227.1% | $5,651+3002.3% |