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 | $576,405 | $148,534+288.1% | $135,903+324.1% | $139,434+313.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.28% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.7pp |
| Employer contribution / active EE | $5,000 | $5,243-4.6% | $4,856+3.0% | $4,751+5.2% |
| Participant deferral / active EE | $20,690 | $8,100+155.4% | $7,758+166.7% | $6,710+208.3% |
| Admin fee / account holder | $3,085 | $12,400-75.1% | $10,762-71.3% | $11,403-72.9% |