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 | $503,218 | $99,877+403.8% | $84,966+492.3% | $145,922+244.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $13,115 | $3,231+305.9% | $2,727+380.9% | $4,660+181.5% |
| Participant deferral / active EE | $5,460 | $5,291+3.2% | $4,519+20.8% | $6,688-18.4% |
| Admin fee / account holder | $47,474 | $7,248+555.0% | $6,149+672.1% | $13,397+254.4% |