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 | $544,206 | $197,591+175.4% | $177,821+206.0% | $158,922+242.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.24% | 58.76%-46.5pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $25,884 | $6,697+286.5% | $5,918+337.3% | $4,761+443.6% |
| Participant deferral / active EE | $19,510 | $8,405+132.1% | $7,714+152.9% | $5,982+226.1% |
| Admin fee / account holder | $6,482 | $15,399-57.9% | $12,427-47.8% | $11,246-42.4% |