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 | $697,589 | $55,706+1152.3% | $75,886+819.3% | $72,985+855.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.44% | 27.59%-4.2pp | 30.76%-7.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $23,962 | $1,687+1320.7% | $2,500+858.3% | $2,440+882.1% |
| Participant deferral / active EE | $9,000 | $2,634+241.7% | $3,603+149.8% | $3,607+149.5% |
| Admin fee / account holder | $15,656 | $3,978+293.5% | $5,418+188.9% | $5,124+205.5% |