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 | $441,695 | $185,822+137.7% | $169,993+159.8% | $139,434+216.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.49% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,714 | $7,590-51.1% | $6,785-45.3% | $4,751-21.8% |
| Participant deferral / active EE | $7,427 | $11,622-36.1% | $10,408-28.6% | $6,710+10.7% |
| Admin fee / account holder | $59,205 | $15,381+284.9% | $12,815+362.0% | $11,403+419.2% |