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 | $546,372 | $117,983+363.1% | $101,794+436.7% | $142,382+283.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.55% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $14,037 | $2,773+406.3% | $2,289+513.3% | $4,299+226.5% |
| Participant deferral / active EE | $3,743 | $4,714-20.6% | $4,084-8.4% | $6,507-42.5% |
| Admin fee / account holder | $11,393 | $10,433+9.2% | $8,777+29.8% | $12,624-9.7% |