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 | $461,743 | $83,337+454.1% | $67,834+580.7% | $273,961+68.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.92% | 259.45%-255.5pp | 138.47%-134.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $19,794 | $3,287+502.2% | $2,403+723.6% | $4,869+306.6% |
| Participant deferral / active EE | $13,361 | $4,088+226.8% | $3,160+322.8% | $5,287+152.7% |
| Admin fee / account holder | $21,550 | $6,752+219.2% | $4,622+366.2% | $10,132+112.7% |