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 | $685,363 | $81,248+743.5% | $155,509+340.7% | $80,856+747.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.47% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $12,989 | $3,100+319.0% | $4,672+178.0% | $2,755+371.5% |
| Participant deferral / active EE | $16,694 | $3,452+383.7% | $5,626+196.7% | $4,296+288.6% |
| Admin fee / account holder | $4,980 | $7,997-37.7% | $15,912-68.7% | $6,918-28.0% |