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 | $554,973 | $81,248+583.1% | $155,509+256.9% | $80,856+586.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.42% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $38,498 | $3,100+1141.8% | $4,672+723.9% | $2,755+1297.5% |
| Participant deferral / active EE | $19,199 | $3,452+456.3% | $5,626+241.3% | $4,296+346.9% |
| Admin fee / account holder | $19,785 | $7,997+147.4% | $15,912+24.3% | $6,918+186.0% |