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 | $415,713 | $93,571+344.3% | $135,903+205.9% | $75,163+453.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.97% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $8,427 | $3,537+138.3% | $4,856+73.5% | $2,670+215.6% |
| Participant deferral / active EE | $15,981 | $6,404+149.5% | $7,758+106.0% | $4,125+287.4% |
| Admin fee / account holder | $8,639 | $6,975+23.8% | $10,762-19.7% | $5,651+52.9% |