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 | $398,261 | $111,535+257.1% | $105,223+278.5% | $137,256+190.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.56% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,146 | $3,939+56.0% | $3,689+66.6% | $4,156+47.9% |
| Participant deferral / active EE | $15,011 | $5,500+172.9% | $5,072+196.0% | $6,407+134.3% |
| Admin fee / account holder | $2,783 | $9,721-71.4% | $8,859-68.6% | $12,270-77.3% |