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 | $925,791 | $94,529+879.4% | $140,016+561.2% | $64,186+1342.4% |
| Participation rate | 82.8% | 84.1%-1.3pp | 87.5%-4.7pp | 69.6%+13.2pp |
| Annual return | 9.49% | 7.77%+1.7pp | 651.12%-641.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $14,655 | $3,812+284.4% | $5,606+161.4% | $2,381+515.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $44,194 | $6,741+555.6% | $10,705+312.8% | $4,888+804.1% |