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 | $480,522 | $95,416+403.6% | $185,823+158.6% | $85,850+459.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.74% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $34,173 | $3,314+931.3% | $5,167+561.3% | $2,565+1232.2% |
| Participant deferral / active EE | $12,274 | $3,423+258.5% | $5,568+120.4% | $3,952+210.6% |
| Admin fee / account holder | $31,566 | $7,213+337.6% | $16,237+94.4% | $6,260+404.3% |