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 | $514,427 | $179,726+186.2% | $156,263+229.2% | $142,382+261.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.59% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,361 | $5,069+25.5% | $4,333+46.8% | $4,299+48.0% |
| Participant deferral / active EE | $5,527 | $6,956-20.5% | $6,158-10.3% | $6,507-15.1% |
| Admin fee / account holder | $11,270 | $17,272-34.7% | $14,255-20.9% | $12,624-10.7% |