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 | $440,000 | $106,515+313.1% | $96,683+355.1% | $139,434+215.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.55% | 38.43%-21.9pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $12,659 | $4,103+208.5% | $3,737+238.8% | $4,751+166.5% |
| Participant deferral / active EE | $8,997 | $5,454+65.0% | $4,878+84.4% | $6,710+34.1% |
| Admin fee / account holder | $20,672 | $7,877+162.4% | $6,730+207.2% | $11,403+81.3% |