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 | $565,247 | $135,635+316.7% | $110,238+412.7% | $135,375+317.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.65% | 513.19%-503.5pp | 314.74%-305.1pp | 519.73%-510.1pp |
| Employer contribution / active EE | $9,742 | $4,906+98.6% | $3,826+154.6% | $4,779+103.9% |
| Participant deferral / active EE | $10,345 | $5,506+87.9% | $4,672+121.4% | $5,609+84.4% |
| Admin fee / account holder | $3,457 | $11,457-69.8% | $8,547-59.6% | $10,827-68.1% |