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 | $598,009 | $91,190+555.8% | $178,490+235.0% | $79,858+648.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.31% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $33,626 | $3,256+932.8% | $5,011+571.1% | $2,471+1260.9% |
| Participant deferral / active EE | $16,363 | $3,236+405.6% | $5,202+214.6% | $3,740+337.5% |
| Admin fee / account holder | $8,173 | $6,751+21.1% | $13,984-41.6% | $5,306+54.0% |