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 | $407,212 | $172,111+136.6% | $150,298+170.9% | $137,256+196.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.86% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $9,713 | $4,636+109.5% | $4,154+133.8% | $4,156+133.7% |
| Participant deferral / active EE | $7,365 | $6,166+19.5% | $5,453+35.1% | $6,407+15.0% |
| Admin fee / account holder | $14,433 | $16,471-12.4% | $14,116+2.2% | $12,270+17.6% |