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 | $517,670 | $68,547+655.2% | $120,354+330.1% | $80,856+540.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.46% | 23.60%-7.1pp | 107.15%-90.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $12,297 | $2,051+499.5% | $3,463+255.1% | $2,755+346.4% |
| Participant deferral / active EE | $13,054 | $3,173+311.3% | $4,991+161.5% | $4,296+203.9% |
| Admin fee / account holder | $94,214 | $5,732+1543.7% | $9,423+899.8% | $6,918+1261.9% |