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 | $455,987 | $106,515+328.1% | $96,683+371.6% | $139,434+227.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.46% | 38.43%-22.0pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $10,994 | $4,103+168.0% | $3,737+194.2% | $4,751+131.4% |
| Participant deferral / active EE | $16,250 | $5,454+198.0% | $4,878+233.1% | $6,710+142.2% |
| Admin fee / account holder | $5,808 | $7,877-26.3% | $6,730-13.7% | $11,403-49.1% |