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 | $535,660 | $114,381+368.3% | $107,525+398.2% | $142,382+276.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.06% | 242.71%-227.6pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,259 | $4,015+105.7% | $3,754+120.0% | $4,299+92.1% |
| Participant deferral / active EE | $8,395 | $5,564+50.9% | $5,116+64.1% | $6,507+29.0% |
| Admin fee / account holder | $40,525 | $9,860+311.0% | $8,919+354.4% | $12,624+221.0% |