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 | $524,189 | $100,773+420.2% | $88,946+489.3% | $142,382+268.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.55% | 70.18%-47.6pp | 57.82%-35.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,129 | $2,918-27.0% | $2,555-16.7% | $4,299-50.5% |
| Participant deferral / active EE | $13,077 | $5,230+150.0% | $4,581+185.4% | $6,507+101.0% |
| Admin fee / account holder | $3,680 | $9,693-62.0% | $8,261-55.5% | $12,624-70.8% |