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 | $410,632 | $172,111+138.6% | $150,298+173.2% | $137,256+199.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.37% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $11,253 | $4,636+142.7% | $4,154+170.9% | $4,156+170.8% |
| Participant deferral / active EE | $12,388 | $6,166+100.9% | $5,453+127.2% | $6,407+93.4% |
| Admin fee / account holder | $2,165 | $16,471-86.9% | $14,116-84.7% | $12,270-82.4% |