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 | $592,499 | $61,272+867.0% | $149,673+295.9% | $71,457+729.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.06% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $29,384 | $2,378+1135.5% | $4,818+509.9% | $2,588+1035.6% |
| Participant deferral / active EE | $18,762 | $2,917+543.2% | $5,680+230.3% | $4,289+337.5% |
| Admin fee / account holder | $28,150 | $1,261+2131.7% | $13,210+113.1% | $1,587+1673.4% |