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 | $743,439 | $81,248+815.0% | $155,509+378.1% | $80,856+819.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.67% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $38,513 | $3,100+1142.2% | $4,672+724.3% | $2,755+1298.0% |
| Participant deferral / active EE | $18,257 | $3,452+428.9% | $5,626+224.5% | $4,296+325.0% |
| Admin fee / account holder | $131,811 | $7,997+1548.2% | $15,912+728.4% | $6,918+1805.3% |