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 | $802,824 | $76,000+956.3% | $154,107+421.0% | $64,186+1150.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.42% | 30.32%-23.9pp | 735.12%-728.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $30,681 | $3,351+815.7% | $5,298+479.2% | $2,381+1188.7% |
| Participant deferral / active EE | $16,523 | $3,175+420.4% | $5,081+225.2% | $3,470+376.2% |
| Admin fee / account holder | $26,374 | $5,596+371.3% | $13,411+96.7% | $4,888+439.6% |