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 | $537,172 | $178,174+201.5% | $156,181+243.9% | $137,256+291.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.19% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,832 | $4,972+37.4% | $4,294+59.1% | $4,156+64.4% |
| Participant deferral / active EE | $5,189 | $6,888-24.7% | $6,132-15.4% | $6,407-19.0% |
| Admin fee / account holder | $105,684 | $17,404+507.2% | $14,586+624.6% | $12,270+761.3% |