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 | $463,697 | $165,984+179.4% | $164,813+181.3% | $145,922+217.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.18% | 100.03%-89.9pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,461 | $5,273+22.5% | $4,341+48.8% | $4,660+38.7% |
| Participant deferral / active EE | $5,758 | $6,959-17.3% | $6,031-4.5% | $6,688-13.9% |
| Admin fee / account holder | $13,222 | $16,648-20.6% | $12,690+4.2% | $13,397-1.3% |