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 | $822,594 | $80,717+919.1% | $154,803+431.4% | $84,808+870.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.34% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $40,332 | $2,761+1360.6% | $4,305+836.8% | $2,631+1433.0% |
| Participant deferral / active EE | $24,528 | $3,303+642.6% | $5,540+342.7% | $4,212+482.4% |
| Admin fee / account holder | $53,141 | $6,746+687.8% | $14,329+270.9% | $7,344+623.6% |