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 | $463,255 | $99,985+363.3% | $146,665+215.9% | $85,850+439.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 33.67% | 18.93%+14.7pp | 22.74%+10.9pp | 318.53%-284.9pp |
| Employer contribution / active EE | $33,577 | $2,559+1212.3% | $4,136+711.8% | $2,565+1209.0% |
| Participant deferral / active EE | $3,255 | $4,006-18.7% | $5,506-40.9% | $3,952-17.6% |
| Admin fee / account holder | $18,166 | $7,702+135.8% | $10,280+76.7% | $6,260+190.2% |