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 | $440,772 | $163,101+170.2% | $136,749+222.3% | $142,382+209.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.32% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $9,257 | $4,117+124.9% | $3,400+172.3% | $4,299+115.3% |
| Participant deferral / active EE | $15,516 | $5,585+177.8% | $4,692+230.7% | $6,507+138.4% |
| Admin fee / account holder | $2,537 | $14,318-82.3% | $11,386-77.7% | $12,624-79.9% |