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 | $792,699 | $84,233+841.1% | $170,442+365.1% | $70,131+1030.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.67% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $29,647 | $3,387+775.3% | $5,433+445.7% | $2,342+1165.6% |
| Participant deferral / active EE | $16,053 | $3,086+420.2% | $4,939+225.0% | $3,332+381.8% |
| Admin fee / account holder | $17,091 | $5,698+200.0% | $13,880+23.1% | $4,645+267.9% |