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 | $888,825 | $172,111+416.4% | $150,298+491.4% | $137,256+547.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.64% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,534 | $4,636-23.8% | $4,154-14.9% | $4,156-15.0% |
| Participant deferral / active EE | $20,667 | $6,166+235.2% | $5,453+279.0% | $6,407+222.6% |
| Admin fee / account holder | $30,859 | $16,471+87.4% | $14,116+118.6% | $12,270+151.5% |