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 | $582,894 | $105,931+450.3% | $81,930+611.5% | $158,922+266.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.06% | 38.17%-28.1pp | 29.49%-19.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $6,667 | $7,800-14.5% | $4,310+54.7% | $4,761+40.0% |
| Participant deferral / active EE | $6,229 | $13,003-52.1% | $7,107-12.4% | $5,982+4.1% |
| Admin fee / account holder | $1,696 | $8,489-80.0% | $5,158-67.1% | $11,246-84.9% |