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 | $921,250 | $77,899+1082.6% | $149,673+515.5% | $75,163+1125.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.96% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $43,344 | $3,137+1281.5% | $4,818+799.7% | $2,670+1523.5% |
| Participant deferral / active EE | $24,922 | $3,411+630.6% | $5,680+338.8% | $4,125+504.1% |
| Admin fee / account holder | $81,389 | $5,956+1266.4% | $13,210+516.1% | $5,651+1340.3% |