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 | $467,239 | $175,202+166.7% | $149,673+212.2% | $139,434+235.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $16,395 | $5,474+199.5% | $4,818+240.3% | $4,751+245.1% |
| Participant deferral / active EE | $8,904 | $6,519+36.6% | $5,680+56.8% | $6,710+32.7% |
| Admin fee / account holder | $7,009 | $16,150-56.6% | $13,210-46.9% | $11,403-38.5% |