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 | $607,213 | $55,706+990.0% | $75,886+700.2% | $72,985+732.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.09% | 27.59%-6.5pp | 30.76%-9.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $25,265 | $1,687+1398.0% | $2,500+910.4% | $2,440+935.5% |
| Participant deferral / active EE | $12,877 | $2,634+388.9% | $3,603+257.4% | $3,607+257.0% |
| Admin fee / account holder | $37,009 | $3,978+830.3% | $5,418+583.0% | $5,124+622.2% |