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 | $559,160 | $227,553+145.7% | $189,557+195.0% | $167,490+233.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.61% | 78.40%-67.8pp | 64.17%-53.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,873 | $5,316-8.3% | $4,412+10.4% | $4,837+0.7% |
| Participant deferral / active EE | $11,007 | $7,002+57.2% | $6,174+78.3% | $6,341+73.6% |
| Admin fee / account holder | $333 | $11,878-97.2% | $9,807-96.6% | $12,309-97.3% |