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 | $445,891 | $105,931+320.9% | $81,930+444.2% | $158,922+180.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 21.15% | 38.17%-17.0pp | 29.49%-8.3pp | 302.83%-281.7pp |
| Employer contribution / active EE | $7,893 | $7,800+1.2% | $4,310+83.1% | $4,761+65.8% |
| Participant deferral / active EE | $20,893 | $13,003+60.7% | $7,107+194.0% | $5,982+249.3% |
| Admin fee / account holder | $72,504 | $8,489+754.1% | $5,158+1305.7% | $11,246+544.7% |