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 | $468,854 | $104,907+346.9% | $84,611+454.1% | $152,861+206.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.75% | 373.79%-359.0pp | 258.74%-244.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $12,009 | $3,302+263.7% | $2,652+352.8% | $4,762+152.2% |
| Participant deferral / active EE | $5,682 | $4,688+21.2% | $3,899+45.7% | $5,850-2.9% |
| Admin fee / account holder | $11,435 | $6,241+83.2% | $4,912+132.8% | $11,596-1.4% |