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 | $714,138 | $214,378+233.1% | $200,582+256.0% | $142,382+401.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.61% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,688 | $6,841-31.5% | $6,419-27.0% | $4,299+9.0% |
| Participant deferral / active EE | $13,091 | $9,865+32.7% | $9,331+40.3% | $6,507+101.2% |
| Admin fee / account holder | $33,342 | $17,692+88.5% | $16,305+104.5% | $12,624+164.1% |