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 | $407,760 | $176,377+131.2% | $134,143+204.0% | $158,922+156.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.58% | 63.63%-48.0pp | 36.33%-20.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $17,411 | $5,040+245.4% | $3,704+370.1% | $4,761+265.7% |
| Participant deferral / active EE | $6,075 | $4,091+48.5% | $3,499+73.6% | $5,982+1.6% |
| Admin fee / account holder | $2,540 | $8,718-70.9% | $6,684-62.0% | $11,246-77.4% |