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 | $465,497 | $165,335+181.5% | $149,696+211.0% | $158,922+192.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.24% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $23,500 | $5,103+360.5% | $4,644+406.0% | $4,761+393.6% |
| Participant deferral / active EE | $13,899 | $7,181+93.5% | $6,842+103.1% | $5,982+132.3% |
| Admin fee / account holder | $8,111 | $10,807-24.9% | $9,309-12.9% | $11,246-27.9% |