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 | $486,959 | $115,882+320.2% | $100,516+384.5% | $158,922+206.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.90% | 34.79%-15.9pp | 30.89%-12.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $8,451 | $4,103+106.0% | $3,418+147.3% | $4,761+77.5% |
| Participant deferral / active EE | $23,214 | $6,674+247.8% | $6,270+270.2% | $5,982+288.1% |
| Admin fee / account holder | $19,851 | $10,995+80.5% | $8,081+145.7% | $11,246+76.5% |