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 | $828,361 | $80,717+926.3% | $154,803+435.1% | $84,808+876.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.15% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $41,109 | $2,761+1388.7% | $4,305+854.8% | $2,631+1462.5% |
| Participant deferral / active EE | $19,065 | $3,303+477.2% | $5,540+244.1% | $4,212+352.7% |
| Admin fee / account holder | $70,800 | $6,746+949.6% | $14,329+394.1% | $7,344+864.1% |