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 | $813,332 | $165,335+391.9% | $149,696+443.3% | $158,922+411.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.83% | 348.15%-337.3pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $4,334 | $5,103-15.1% | $4,644-6.7% | $4,761-9.0% |
| Participant deferral / active EE | $6,706 | $7,181-6.6% | $6,842-2.0% | $5,982+12.1% |
| Admin fee / account holder | $37,018 | $10,807+242.5% | $9,309+297.7% | $11,246+229.2% |