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 | $407,941 | $165,912+145.9% | $122,332+233.5% | $147,584+176.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.70% | 34.55%-18.9pp | 30.27%-14.6pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,408 | $5,754-6.0% | $4,050+33.5% | $4,876+10.9% |
| Participant deferral / active EE | $13,781 | $4,005+244.1% | $3,287+319.3% | $5,439+153.4% |
| Admin fee / account holder | $9,425 | $7,424+27.0% | $5,478+72.1% | $10,885-13.4% |