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 | $485,931 | $95,561+408.5% | $77,163+529.8% | $139,434+248.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 36.45% | 54.92%-18.5pp | 37.87%-1.4pp | 372.94%-336.5pp |
| Employer contribution / active EE | $3,271 | $3,147+3.9% | $2,535+29.0% | $4,751-31.2% |
| Participant deferral / active EE | $6,542 | $4,624+41.5% | $3,833+70.6% | $6,710-2.5% |
| Admin fee / account holder | $7,938 | $8,295-4.3% | $5,472+45.1% | $11,403-30.4% |