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 | $510,273 | $100,773+406.4% | $88,946+473.7% | $142,382+258.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.63% | 70.18%-58.5pp | 57.82%-46.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,778 | $2,918-39.1% | $2,555-30.4% | $4,299-58.6% |
| Participant deferral / active EE | $8,540 | $5,230+63.3% | $4,581+86.4% | $6,507+31.2% |
| Admin fee / account holder | $2,401 | $9,693-75.2% | $8,261-70.9% | $12,624-81.0% |