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 | $461,984 | $106,515+333.7% | $96,683+377.8% | $139,434+231.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.57% | 38.43%-15.9pp | 35.69%-13.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $17,829 | $4,103+334.6% | $3,737+377.1% | $4,751+275.3% |
| Participant deferral / active EE | $18,903 | $5,454+246.6% | $4,878+287.5% | $6,710+181.7% |
| Admin fee / account holder | $20,944 | $7,877+165.9% | $6,730+211.2% | $11,403+83.7% |