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 | $431,186 | $183,519+135.0% | $155,509+177.3% | $145,922+195.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.98% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $9,933 | $5,313+87.0% | $4,672+112.6% | $4,660+113.2% |
| Participant deferral / active EE | $5,915 | $6,462-8.5% | $5,626+5.1% | $6,688-11.6% |
| Admin fee / account holder | $1,388 | $19,313-92.8% | $15,912-91.3% | $13,397-89.6% |