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 | $942,515 | $80,717+1067.7% | $154,803+508.8% | $84,808+1011.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.74% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $28,419 | $2,761+929.2% | $4,305+560.1% | $2,631+980.2% |
| Participant deferral / active EE | $18,561 | $3,303+461.9% | $5,540+235.0% | $4,212+340.7% |
| Admin fee / account holder | $44,538 | $6,746+560.3% | $14,329+210.8% | $7,344+506.5% |