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 | $564,272 | $101,069+458.3% | $81,478+592.5% | $147,584+282.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.12% | 32.40%-21.3pp | 38.78%-27.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $11,931 | $3,205+272.2% | $2,568+364.7% | $4,876+144.7% |
| Participant deferral / active EE | $4,516 | $4,242+6.5% | $3,537+27.7% | $5,439-17.0% |
| Admin fee / account holder | $7,347 | $5,812+26.4% | $4,561+61.1% | $10,885-32.5% |