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 | $487,426 | $117,381+315.3% | $99,443+390.2% | $152,861+218.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 32.03% | 31.87%+0.2pp | 30.72%+1.3pp | 345.32%-313.3pp |
| Employer contribution / active EE | $3,721 | $3,013+23.5% | $2,540+46.5% | $4,762-21.9% |
| Participant deferral / active EE | $11,807 | $4,086+189.0% | $3,619+226.3% | $5,850+101.8% |
| Admin fee / account holder | $3,619 | $7,631-52.6% | $6,250-42.1% | $11,596-68.8% |