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 | $393,538 | $165,335+138.0% | $149,696+162.9% | $158,922+147.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.93% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $6,731 | $5,103+31.9% | $4,644+44.9% | $4,761+41.4% |
| Participant deferral / active EE | $14,943 | $7,181+108.1% | $6,842+118.4% | $5,982+149.8% |
| Admin fee / account holder | $88,820 | $10,807+721.9% | $9,309+854.2% | $11,246+689.8% |