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 | $499,247 | $111,535+347.6% | $105,223+374.5% | $137,256+263.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.80% | 237.85%-224.1pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,737 | $3,939+20.2% | $3,689+28.4% | $4,156+14.0% |
| Participant deferral / active EE | $15,653 | $5,500+184.6% | $5,072+208.6% | $6,407+144.3% |
| Admin fee / account holder | $2,247 | $9,721-76.9% | $8,859-74.6% | $12,270-81.7% |