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 | $506,135 | $80,717+527.0% | $154,803+227.0% | $84,808+496.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.14% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $7,139 | $2,761+158.5% | $4,305+65.8% | $2,631+171.4% |
| Participant deferral / active EE | $4,334 | $3,303+31.2% | $5,540-21.8% | $4,212+2.9% |
| Admin fee / account holder | $11,472 | $6,746+70.1% | $14,329-19.9% | $7,344+56.2% |