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 | $440,225 | $214,378+105.4% | $200,582+119.5% | $142,382+209.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.61% | 46.41%-19.8pp | 42.33%-15.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $7,252 | $6,841+6.0% | $6,419+13.0% | $4,299+68.7% |
| Participant deferral / active EE | $27,229 | $9,865+176.0% | $9,331+191.8% | $6,507+318.4% |
| Admin fee / account holder | $3,186 | $17,692-82.0% | $16,305-80.5% | $12,624-74.8% |