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 | $399,905 | $102,616+289.7% | $81,983+387.8% | $158,922+151.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.48% | 61.04%-44.6pp | 41.31%-24.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $9,670 | $3,240+198.4% | $2,498+287.1% | $4,761+103.1% |
| Participant deferral / active EE | $13,211 | $4,648+184.2% | $3,722+254.9% | $5,982+120.8% |
| Admin fee / account holder | $11,321 | $8,235+37.5% | $5,664+99.9% | $11,246+0.7% |