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 | $841,246 | $118,849+607.8% | $96,562+771.2% | $167,490+402.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $15,196 | $3,120+387.1% | $2,356+544.9% | $4,837+214.1% |
| Participant deferral / active EE | $8,189 | $4,616+77.4% | $3,849+112.8% | $6,341+29.1% |
| Admin fee / account holder | $4,625 | $8,065-42.7% | $6,181-25.2% | $12,309-62.4% |