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 | $629,227 | $85,766+633.7% | $136,294+361.7% | $70,131+797.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.52% | 31.45%-7.9pp | 5155.94%-5132.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $16,320 | $2,966+450.2% | $4,695+247.6% | $2,342+596.7% |
| Participant deferral / active EE | $8,836 | $5,051+74.9% | $6,247+41.4% | $3,332+165.2% |
| Admin fee / account holder | $6,771 | $5,420+24.9% | $9,243-26.7% | $4,645+45.8% |