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 | $430,946 | $100,923+327.0% | $150,045+187.2% | $74,304+480.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 21.18% | 51.77%-30.6pp | 62.55%-41.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $19,896 | $3,463+474.5% | $4,693+323.9% | $2,241+787.7% |
| Participant deferral / active EE | $11,639 | $6,709+73.5% | $7,997+45.5% | $3,767+209.0% |
| Admin fee / account holder | $24,129 | $2,767+772.1% | $13,435+79.6% | $2,969+712.7% |