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 | $521,997 | $80,717+546.7% | $154,803+237.2% | $84,808+515.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.22% | 37.96%-15.7pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $22,807 | $2,761+725.9% | $4,305+429.7% | $2,631+766.9% |
| Participant deferral / active EE | $15,829 | $3,303+379.2% | $5,540+185.7% | $4,212+275.9% |
| Admin fee / account holder | $74,361 | $6,746+1002.4% | $14,329+419.0% | $7,344+912.6% |