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 | $628,938 | $95,561+558.2% | $77,163+715.1% | $139,434+351.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.59% | 54.92%-39.3pp | 37.87%-22.3pp | 372.94%-357.3pp |
| Employer contribution / active EE | $9,490 | $3,147+201.5% | $2,535+274.4% | $4,751+99.7% |
| Participant deferral / active EE | $6,964 | $4,624+50.6% | $3,833+81.7% | $6,710+3.8% |
| Admin fee / account holder | $27,195 | $8,295+227.8% | $5,472+397.0% | $11,403+138.5% |