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 | $572,435 | $132,634+331.6% | $115,768+394.5% | $137,256+317.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.84% | 160.70%-149.9pp | 100.46%-89.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $4,065 | $3,360+21.0% | $2,940+38.3% | $4,156-2.2% |
| Participant deferral / active EE | $7,844 | $5,619+39.6% | $4,917+59.5% | $6,407+22.4% |
| Admin fee / account holder | $9,962 | $15,028-33.7% | $12,439-19.9% | $12,270-18.8% |