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 | $509,610 | $197,591+157.9% | $177,821+186.6% | $158,922+220.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.13% | 58.76%-50.6pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $9,683 | $6,697+44.6% | $5,918+63.6% | $4,761+103.4% |
| Participant deferral / active EE | $19,062 | $8,405+126.8% | $7,714+147.1% | $5,982+218.6% |
| Admin fee / account holder | $8,584 | $15,399-44.3% | $12,427-30.9% | $11,246-23.7% |