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 | $395,198 | $81,248+386.4% | $155,509+154.1% | $80,856+388.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.90% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $27,346 | $3,100+782.0% | $4,672+485.3% | $2,755+892.7% |
| Participant deferral / active EE | $19,532 | $3,452+465.9% | $5,626+247.2% | $4,296+354.7% |
| Admin fee / account holder | $1,122 | $7,997-86.0% | $15,912-92.9% | $6,918-83.8% |