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 | $457,836 | $217,402+110.6% | $185,823+146.4% | $167,490+173.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.82% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $7,868 | $5,873+34.0% | $5,167+52.3% | $4,837+62.6% |
| Participant deferral / active EE | $13,634 | $6,356+114.5% | $5,568+144.9% | $6,341+115.0% |
| Admin fee / account holder | $3,521 | $19,811-82.2% | $16,237-78.3% | $12,309-71.4% |