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 | $584,914 | $201,259+190.6% | $184,200+217.5% | $145,959+300.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,707 | $7,018-47.2% | $6,424-42.3% | $4,661-20.5% |
| Participant deferral / active EE | $10,417 | $9,806+6.2% | $9,132+14.1% | $6,689+55.7% |
| Admin fee / account holder | $1,900 | $16,372-88.4% | $13,907-86.3% | $13,398-85.8% |