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 | $505,045 | $228,332+121.2% | $185,823+171.8% | $158,922+217.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.97% | 40.80%-19.8pp | 35.95%-15.0pp | 302.83%-281.9pp |
| Employer contribution / active EE | $9,460 | $4,967+90.5% | $4,087+131.4% | $4,761+98.7% |
| Participant deferral / active EE | $8,334 | $6,415+29.9% | $5,632+48.0% | $5,982+39.3% |
| Admin fee / account holder | $3,759 | $11,864-68.3% | $9,500-60.4% | $11,246-66.6% |