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 | $470,800 | $197,591+138.3% | $177,821+164.8% | $158,922+196.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.64% | 58.76%-30.1pp | 48.32%-19.7pp | 302.83%-274.2pp |
| Employer contribution / active EE | $4,211 | $6,697-37.1% | $5,918-28.8% | $4,761-11.5% |
| Participant deferral / active EE | $17,636 | $8,405+109.8% | $7,714+128.6% | $5,982+194.8% |
| Admin fee / account holder | $11,500 | $15,399-25.3% | $12,427-7.5% | $11,246+2.3% |