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 | $490,343 | $214,378+128.7% | $200,582+144.5% | $142,382+244.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.05% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,825 | $6,841-14.9% | $6,419-9.3% | $4,299+35.5% |
| Participant deferral / active EE | $6,012 | $9,865-39.1% | $9,331-35.6% | $6,507-7.6% |
| Admin fee / account holder | $56,323 | $17,692+218.4% | $16,305+245.4% | $12,624+346.2% |