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 | $926,286 | $80,717+1047.6% | $154,803+498.4% | $84,808+992.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.12% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $39,052 | $2,761+1314.2% | $4,305+807.0% | $2,631+1384.3% |
| Participant deferral / active EE | $22,963 | $3,303+595.2% | $5,540+314.5% | $4,212+445.2% |
| Admin fee / account holder | $118,687 | $6,746+1659.5% | $14,329+728.3% | $7,344+1516.2% |