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 | $747,079 | $152,587+389.6% | $125,175+496.8% | $152,861+388.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.41% | 54.84%-44.4pp | 43.79%-33.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $15,322 | $4,946+209.8% | $3,865+296.4% | $4,762+221.7% |
| Participant deferral / active EE | $2,681 | $5,868-54.3% | $4,937-45.7% | $5,850-54.2% |
| Admin fee / account holder | $3,943 | $13,434-70.6% | $9,702-59.4% | $11,596-66.0% |