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 | $639,220 | $176,056+263.1% | $159,436+300.9% | $167,490+281.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.68% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,784 | $5,297-9.7% | $4,829-0.9% | $4,837-1.1% |
| Participant deferral / active EE | $14,771 | $7,750+90.6% | $7,352+100.9% | $6,341+132.9% |
| Admin fee / account holder | $13,149 | $12,554+4.7% | $10,799+21.8% | $12,309+6.8% |