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 | $547,122 | $127,386+329.5% | $115,037+375.6% | $125,391+336.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 14.39% | 31.28%-16.9pp | 26.14%-11.7pp | 282.22%-267.8pp |
| Employer contribution / active EE | $8,933 | $5,166+72.9% | $4,608+93.9% | $4,866+83.6% |
| Participant deferral / active EE | $17,819 | $6,423+177.4% | $6,026+195.7% | $5,352+233.0% |
| Admin fee / account holder | $28,822 | $9,516+202.9% | $8,175+252.6% | $9,540+202.1% |