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 | $323,120 | $135,635+138.2% | $110,238+193.1% | $135,375+138.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.85% | 513.19%-507.3pp | 314.74%-308.9pp | 519.73%-513.9pp |
| Employer contribution / active EE | $1,345 | $4,906-72.6% | $3,826-64.8% | $4,779-71.8% |
| Participant deferral / active EE | $9,657 | $5,506+75.4% | $4,672+106.7% | $5,609+72.2% |
| Admin fee / account holder | $79,200 | $11,457+591.3% | $8,547+826.6% | $10,827+631.5% |