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 | $435,560 | $185,822+134.4% | $169,993+156.2% | $139,434+212.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.52% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,612 | $7,590-12.9% | $6,785-2.6% | $4,751+39.2% |
| Participant deferral / active EE | $14,994 | $11,622+29.0% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $71,016 | $15,381+361.7% | $12,815+454.2% | $11,403+522.8% |