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 | $552,606 | $185,822+197.4% | $169,993+225.1% | $139,434+296.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.95% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $18,538 | $7,590+144.2% | $6,785+173.2% | $4,751+290.2% |
| Participant deferral / active EE | $11,054 | $11,622-4.9% | $10,408+6.2% | $6,710+64.7% |
| Admin fee / account holder | $5,909 | $15,381-61.6% | $12,815-53.9% | $11,403-48.2% |