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 | $423,317 | $97,125+335.8% | $86,233+390.9% | $137,256+208.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.35% | 74.19%-62.8pp | 61.39%-50.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $6,209 | $2,841+118.5% | $2,504+147.9% | $4,156+49.4% |
| Participant deferral / active EE | $19,403 | $5,180+274.6% | $4,559+325.6% | $6,407+202.9% |
| Admin fee / account holder | $1,885 | $9,725-80.6% | $8,342-77.4% | $12,270-84.6% |