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 | $422,818 | $99,877+323.3% | $84,966+397.6% | $145,922+189.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.29% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,854 | $3,231-42.6% | $2,727-32.0% | $4,660-60.2% |
| Participant deferral / active EE | $11,500 | $5,291+117.4% | $4,519+154.5% | $6,688+72.0% |
| Admin fee / account holder | $1,302 | $7,248-82.0% | $6,149-78.8% | $13,397-90.3% |