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 | $453,414 | $165,984+173.2% | $164,813+175.1% | $145,922+210.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.91% | 100.03%-83.1pp | 69.93%-53.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $8,886 | $5,273+68.5% | $4,341+104.7% | $4,660+90.7% |
| Participant deferral / active EE | $11,661 | $6,959+67.6% | $6,031+93.3% | $6,688+74.4% |
| Admin fee / account holder | $1,425 | $16,648-91.4% | $12,690-88.8% | $13,397-89.4% |