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 | $441,423 | $98,750+347.0% | $149,696+194.9% | $79,858+452.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.88% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,848 | $3,216+81.8% | $4,644+25.9% | $2,471+136.7% |
| Participant deferral / active EE | $8,155 | $5,680+43.6% | $6,842+19.2% | $3,740+118.1% |
| Admin fee / account holder | $4,801 | $6,053-20.7% | $9,309-48.4% | $5,306-9.5% |