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 | $533,888 | $107,015+398.9% | $73,545+625.9% | $147,584+261.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 12.87% | 38.25%-25.4pp | -15.16%+28.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $11,445 | $1,760+550.2% | $1,219+838.9% | $4,876+134.7% |
| Participant deferral / active EE | $9,535 | $2,462+287.3% | $1,806+427.9% | $5,439+75.3% |
| Admin fee / account holder | $2,136 | $3,055-30.1% | $2,320-7.9% | $10,885-80.4% |