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 | $400,458 | $185,822+115.5% | $169,993+135.6% | $139,434+187.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.66% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $22,345 | $7,590+194.4% | $6,785+229.3% | $4,751+370.4% |
| Participant deferral / active EE | $13,667 | $11,622+17.6% | $10,408+31.3% | $6,710+103.7% |
| Admin fee / account holder | $15,291 | $15,381-0.6% | $12,815+19.3% | $11,403+34.1% |