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 | $759,678 | $106,584+612.8% | $101,326+649.7% | $142,382+433.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.20% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $27,324 | $3,956+590.7% | $3,665+645.5% | $4,299+535.6% |
| Participant deferral / active EE | $19,094 | $8,297+130.1% | $7,994+138.9% | $6,507+193.4% |
| Admin fee / account holder | $9,436 | $11,446-17.6% | $11,185-15.6% | $12,624-25.3% |