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 | $393,454 | $124,281+216.6% | $109,143+260.5% | $167,490+134.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.99% | 26.04%-14.0pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $7,769 | $4,207+84.6% | $3,722+108.7% | $4,837+60.6% |
| Participant deferral / active EE | $7,520 | $5,255+43.1% | $4,653+61.6% | $6,341+18.6% |
| Admin fee / account holder | $6,130 | $7,970-23.1% | $6,752-9.2% | $12,309-50.2% |