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 | $586,957 | $179,726+226.6% | $156,263+275.6% | $142,382+312.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.64% | 77.86%-67.2pp | 59.47%-48.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,407 | $5,069-32.8% | $4,333-21.4% | $4,299-20.8% |
| Participant deferral / active EE | $6,570 | $6,956-5.5% | $6,158+6.7% | $6,507+1.0% |
| Admin fee / account holder | $2,271 | $17,272-86.9% | $14,255-84.1% | $12,624-82.0% |