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 | $814,966 | $106,515+665.1% | $96,683+742.9% | $139,434+484.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.94% | 38.43%-25.5pp | 35.69%-22.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $11,790 | $4,103+187.4% | $3,737+215.5% | $4,751+148.2% |
| Participant deferral / active EE | $4,668 | $5,454-14.4% | $4,878-4.3% | $6,710-30.4% |
| Admin fee / account holder | $21,477 | $7,877+172.7% | $6,730+219.2% | $11,403+88.4% |