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 | $904,358 | $76,407+1083.6% | $150,298+501.7% | $82,448+996.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.95% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $45,280 | $2,614+1632.2% | $4,154+990.0% | $2,551+1675.0% |
| Participant deferral / active EE | $7,325 | $3,214+127.9% | $5,453+34.3% | $4,139+77.0% |
| Admin fee / account holder | $112,425 | $6,352+1669.9% | $14,116+696.4% | $7,234+1454.0% |