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 | $608,406 | $84,233+622.3% | $170,442+257.0% | $70,131+767.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.90% | 23.06%-4.2pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $24,380 | $3,387+619.8% | $5,433+348.8% | $2,342+940.8% |
| Participant deferral / active EE | $13,094 | $3,086+324.3% | $4,939+165.1% | $3,332+293.0% |
| Admin fee / account holder | $5,541 | $5,698-2.7% | $13,880-60.1% | $4,645+19.3% |