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 | $396,203 | $77,419+411.8% | $69,455+470.4% | $152,861+159.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.70% | 39.06%-33.4pp | 28.97%-23.3pp | 345.32%-339.6pp |
| Employer contribution / active EE | $14,277 | $3,315+330.6% | $2,779+413.7% | $4,762+199.8% |
| Participant deferral / active EE | $9,826 | $4,414+122.6% | $3,535+177.9% | $5,850+68.0% |
| Admin fee / account holder | $1,287 | $6,207-79.3% | $3,839-66.5% | $11,596-88.9% |