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 | $544,087 | $209,336+159.9% | $197,124+176.0% | $137,256+296.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.26% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,230 | $6,591-35.8% | $6,227-32.1% | $4,156+1.8% |
| Participant deferral / active EE | $5,774 | $9,614-39.9% | $9,135-36.8% | $6,407-9.9% |
| Admin fee / account holder | $3,156 | $17,308-81.8% | $16,298-80.6% | $12,270-74.3% |