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 | $387,005 | $106,515+263.3% | $96,683+300.3% | $139,434+177.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.32% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $7,614 | $4,103+85.6% | $3,737+103.8% | $4,751+60.3% |
| Participant deferral / active EE | $8,134 | $5,454+49.1% | $4,878+66.7% | $6,710+21.2% |
| Admin fee / account holder | $4,156 | $7,877-47.2% | $6,730-38.2% | $11,403-63.6% |