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 | $636,504 | $81,233+683.5% | $155,567+309.2% | $80,874+687.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.73% | 33.33%-12.6pp | 64.74%-44.0pp | 35.62%-14.9pp |
| Employer contribution / active EE | $23,180 | $3,101+647.5% | $4,674+395.9% | $2,756+741.2% |
| Participant deferral / active EE | $5,437 | $3,452+57.5% | $5,628-3.4% | $4,297+26.5% |
| Admin fee / account holder | $99,571 | $7,998+1145.0% | $15,916+525.6% | $6,935+1335.7% |