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 | $755,494 | $76,000+894.1% | $154,107+390.2% | $64,186+1077.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 18.73% | 30.32%-11.6pp | 735.12%-716.4pp | 7.63%+11.1pp |
| Employer contribution / active EE | $31,530 | $3,351+841.0% | $5,298+495.2% | $2,381+1224.3% |
| Participant deferral / active EE | $17,922 | $3,175+464.5% | $5,081+252.8% | $3,470+416.6% |
| Admin fee / account holder | $25,868 | $5,596+362.2% | $13,411+92.9% | $4,888+429.2% |