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 | $468,164 | $127,065+268.4% | $113,168+313.7% | $142,382+228.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.85% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,392 | $3,442-1.5% | $2,975+14.0% | $4,299-21.1% |
| Participant deferral / active EE | $14,601 | $5,716+155.4% | $5,107+185.9% | $6,507+124.4% |
| Admin fee / account holder | $37,741 | $15,736+139.8% | $12,068+212.7% | $12,624+199.0% |