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 | $518,173 | $72,071+619.0% | $68,368+657.9% | $137,256+277.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.83% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,712 | $2,788-2.7% | $2,649+2.4% | $4,156-34.8% |
| Participant deferral / active EE | $5,758 | $4,410+30.6% | $4,123+39.7% | $6,407-10.1% |
| Admin fee / account holder | $1,440 | $5,336-73.0% | $5,150-72.0% | $12,270-88.3% |