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 | $824,682 | $77,813+959.8% | $123,544+567.5% | $64,186+1184.8% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | 7.32% | 12.48%-5.2pp | 119.20%-111.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $27,928 | $3,014+826.6% | $4,628+503.5% | $2,381+1073.0% |
| Participant deferral / active EE | $10,247 | $5,240+95.6% | $6,426+59.5% | $3,470+195.4% |
| Admin fee / account holder | $11,941 | $5,519+116.4% | $9,284+28.6% | $4,888+144.3% |