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 | $983,631 | $85,202+1054.5% | $172,739+469.4% | $72,985+1247.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.38% | 27.32%-8.9pp | 802.84%-784.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $28,655 | $3,324+762.0% | $5,143+457.2% | $2,440+1074.4% |
| Participant deferral / active EE | $17,158 | $3,260+426.3% | $5,198+230.1% | $3,607+375.6% |
| Admin fee / account holder | $73,676 | $5,884+1152.2% | $13,954+428.0% | $5,124+1337.8% |