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 | $710,258 | $148,534+378.2% | $135,903+422.6% | $139,434+409.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.75% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $15,600 | $5,243+197.5% | $4,856+221.2% | $4,751+228.4% |
| Participant deferral / active EE | $5,684 | $8,100-29.8% | $7,758-26.7% | $6,710-15.3% |
| Admin fee / account holder | $17,439 | $12,400+40.6% | $10,762+62.0% | $11,403+52.9% |