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 | $734,525 | $62,573+1073.9% | $85,682+757.3% | $85,850+755.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 14.68% | 23.77%-9.1pp | 21.49%-6.8pp | 318.53%-303.9pp |
| Employer contribution / active EE | $25,080 | $1,757+1327.6% | $2,618+857.9% | $2,565+877.7% |
| Participant deferral / active EE | $14,542 | $2,802+418.9% | $3,923+270.7% | $3,952+268.0% |
| Admin fee / account holder | $104,759 | $4,640+2157.7% | $6,873+1424.2% | $6,260+1573.5% |