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 5-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 | $556,732 | $117,983+371.9% | $101,794+446.9% | $142,382+291.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.22% | 36.92%-9.7pp | 30.53%-3.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $10,213 | $2,773+268.3% | $2,289+346.2% | $4,299+137.6% |
| Participant deferral / active EE | $4,286 | $4,714-9.1% | $4,084+4.9% | $6,507-34.1% |
| Admin fee / account holder | $3,397 | $10,433-67.4% | $8,777-61.3% | $12,624-73.1% |