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 8-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 | $561,971 | $56,053+902.6% | $75,972+639.7% | $80,856+595.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 19.34% | 20.53%-1.2pp | 359.55%-340.2pp | 35.59%-16.3pp |
| Employer contribution / active EE | $45,045 | $1,874+2303.6% | $2,685+1577.8% | $2,755+1535.1% |
| Participant deferral / active EE | $24,984 | $3,052+718.7% | $4,255+487.1% | $4,296+481.6% |
| Admin fee / account holder | $11,082 | $5,234+111.8% | $6,467+71.4% | $6,918+60.2% |