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 | $81,248+683.4% | $155,509+309.3% | $80,856+687.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.73% | 33.31%-12.6pp | 64.67%-43.9pp | 35.59%-14.9pp |
| Employer contribution / active EE | $23,180 | $3,100+647.7% | $4,672+396.1% | $2,755+741.4% |
| Participant deferral / active EE | $5,437 | $3,452+57.5% | $5,626-3.4% | $4,296+26.6% |
| Admin fee / account holder | $99,571 | $7,997+1145.1% | $15,912+525.8% | $6,918+1339.3% |