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 | $524,037 | $214,378+144.4% | $200,582+161.3% | $142,382+268.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.36% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,329 | $6,841-36.7% | $6,419-32.6% | $4,299+0.7% |
| Participant deferral / active EE | $14,028 | $9,865+42.2% | $9,331+50.3% | $6,507+115.6% |
| Admin fee / account holder | $138,133 | $17,692+680.8% | $16,305+747.2% | $12,624+994.2% |