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 | $80,717+1020.4% | $154,803+484.2% | $84,808+966.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.95% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $45,280 | $2,761+1539.8% | $4,305+951.7% | $2,631+1621.0% |
| Participant deferral / active EE | $7,325 | $3,303+121.8% | $5,540+32.2% | $4,212+73.9% |
| Admin fee / account holder | $112,425 | $6,746+1566.6% | $14,329+684.6% | $7,344+1430.9% |