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 | $580,911 | $118,680+389.5% | $98,907+487.3% | $158,922+265.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.57% | 372.35%-357.8pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $9,313 | $3,333+179.4% | $2,689+246.3% | $4,761+95.6% |
| Participant deferral / active EE | $3,700 | $5,088-27.3% | $4,244-12.8% | $5,982-38.1% |
| Admin fee / account holder | $7,789 | $10,131-23.1% | $6,642+17.3% | $11,246-30.7% |