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 | $460,560 | $96,557+377.0% | $80,975+468.8% | $273,961+68.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.78% | 15.14%-0.4pp | 17.10%-2.3pp | 41.45%-26.7pp |
| Employer contribution / active EE | $39,367 | $4,868+708.7% | $3,714+959.9% | $4,869+708.6% |
| Participant deferral / active EE | $4,677 | $6,598-29.1% | $5,696-17.9% | $5,287-11.5% |
| Admin fee / account holder | $22,685 | $7,492+202.8% | $5,516+311.3% | $10,132+123.9% |