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 | $666,185 | $51,175+1201.8% | $70,515+844.7% | $75,163+786.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 19.86% | 30.02%-10.2pp | 32.77%-12.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $27,906 | $1,826+1428.2% | $2,973+838.5% | $2,670+945.2% |
| Participant deferral / active EE | $8,943 | $2,849+213.9% | $4,567+95.8% | $4,125+116.8% |
| Admin fee / account holder | $18,844 | $4,091+360.7% | $6,412+193.9% | $5,651+233.5% |