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 | $638,575 | $104,907+508.7% | $84,611+654.7% | $152,861+317.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.45% | 373.79%-350.3pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $8,812 | $3,302+166.9% | $2,652+232.3% | $4,762+85.0% |
| Participant deferral / active EE | $20,315 | $4,688+333.4% | $3,899+421.1% | $5,850+247.3% |
| Admin fee / account holder | $1,905 | $6,241-69.5% | $4,912-61.2% | $11,596-83.6% |