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 | $518,118 | $96,484+437.0% | $75,886+582.8% | $152,861+238.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 17.50% | 33.98%-16.5pp | 30.76%-13.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $6,889 | $3,309+108.2% | $2,500+175.5% | $4,762+44.6% |
| Participant deferral / active EE | $6,250 | $4,553+37.3% | $3,603+73.5% | $5,850+6.8% |
| Admin fee / account holder | $55,934 | $8,078+592.4% | $5,418+932.3% | $11,596+382.3% |