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 | $661,387 | $157,256+320.6% | $141,162+368.5% | $152,861+332.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.28% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $16,642 | $5,261+216.3% | $4,735+251.5% | $4,762+249.5% |
| Participant deferral / active EE | $8,333 | $7,109+17.2% | $6,709+24.2% | $5,850+42.4% |
| Admin fee / account holder | $2,549 | $12,120-79.0% | $10,261-75.2% | $11,596-78.0% |