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 | $552,962 | $112,881+389.9% | $90,951+508.0% | $158,922+247.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 7.36% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $21,908 | $2,893+657.2% | $2,122+932.4% | $4,761+360.1% |
| Participant deferral / active EE | $3,125 | $4,128-24.3% | $3,373-7.3% | $5,982-47.8% |
| Admin fee / account holder | $1,343 | $8,041-83.3% | $5,959-77.5% | $11,246-88.1% |