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 8-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 | $1,079,596 | $154,228+600.0% | $145,433+642.3% | $137,256+686.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.59% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $36,118 | $4,804+651.8% | $4,554+693.0% | $4,156+769.1% |
| Participant deferral / active EE | $7,424 | $8,216-9.6% | $7,897-6.0% | $6,407+15.9% |
| Admin fee / account holder | $30,836 | $14,344+115.0% | $13,129+134.9% | $12,270+151.3% |