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 | $549,145 | $179,726+205.5% | $156,263+251.4% | $142,382+285.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.86% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,618 | $5,069-48.4% | $4,333-39.6% | $4,299-39.1% |
| Participant deferral / active EE | $28,500 | $6,956+309.7% | $6,158+362.8% | $6,507+338.0% |
| Admin fee / account holder | $9,750 | $17,272-43.5% | $14,255-31.6% | $12,624-22.8% |