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 | $794,306 | $197,591+302.0% | $177,821+346.7% | $158,922+399.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.83% | 58.76%-38.9pp | 48.32%-28.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $23,643 | $6,697+253.0% | $5,918+299.5% | $4,761+396.6% |
| Participant deferral / active EE | $15,357 | $8,405+82.7% | $7,714+99.1% | $5,982+156.7% |
| Admin fee / account holder | $1,204 | $15,399-92.2% | $12,427-90.3% | $11,246-89.3% |