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 | $521,140 | $162,781+220.1% | $133,956+289.0% | $158,922+227.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.31% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $9,821 | $4,975+97.4% | $3,919+150.6% | $4,761+106.3% |
| Participant deferral / active EE | $8,443 | $5,911+42.8% | $5,048+67.3% | $5,982+41.1% |
| Admin fee / account holder | $3,646 | $11,736-68.9% | $8,927-59.2% | $11,246-67.6% |