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 | $471,000 | $197,591+138.4% | $177,821+164.9% | $158,922+196.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.52% | 58.76%-51.2pp | 48.32%-40.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $4,077 | $6,697-39.1% | $5,918-31.1% | $4,761-14.4% |
| Participant deferral / active EE | $10,934 | $8,405+30.1% | $7,714+41.7% | $5,982+82.8% |
| Admin fee / account holder | $49,437 | $15,399+221.0% | $12,427+297.8% | $11,246+339.6% |