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 | $549,895 | $115,708+375.2% | $65,255+742.7% | $139,434+294.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 21.24% | 31.19%-10.0pp | 47.35%-26.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $10,748 | $2,599+313.5% | $1,691+535.5% | $4,751+126.2% |
| Participant deferral / active EE | $9,517 | $4,240+124.5% | $2,831+236.2% | $6,710+41.8% |
| Admin fee / account holder | $19,461 | $6,698+190.5% | $4,112+373.3% | $11,403+70.7% |