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 | $391,473 | $106,515+267.5% | $96,683+304.9% | $139,434+180.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.22% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,560 | $4,103+59.9% | $3,737+75.5% | $4,751+38.1% |
| Participant deferral / active EE | $11,892 | $5,454+118.0% | $4,878+143.8% | $6,710+77.2% |
| Admin fee / account holder | $1,882 | $7,877-76.1% | $6,730-72.0% | $11,403-83.5% |