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 | $496,041 | $93,571+430.1% | $135,903+265.0% | $75,163+560.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.88% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $7,541 | $3,537+113.2% | $4,856+55.3% | $2,670+182.5% |
| Participant deferral / active EE | $12,805 | $6,404+100.0% | $7,758+65.1% | $4,125+210.4% |
| Admin fee / account holder | $42,037 | $6,975+502.6% | $10,762+290.6% | $5,651+643.9% |