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 | $483,375 | $87,540+452.2% | $75,781+537.9% | $125,391+285.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 7.11% | 13.48%-6.4pp | 9.68%-2.6pp | 282.22%-275.1pp |
| Employer contribution / active EE | $26,433 | $3,930+572.6% | $3,323+695.4% | $4,866+443.2% |
| Participant deferral / active EE | $22,000 | $4,229+420.2% | $3,651+502.5% | $5,352+311.1% |
| Admin fee / account holder | $631 | $6,502-90.3% | $5,299-88.1% | $9,540-93.4% |