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 | $661,542 | $214,378+208.6% | $200,582+229.8% | $142,382+364.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.91% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,748 | $6,841-30.6% | $6,419-26.0% | $4,299+10.4% |
| Participant deferral / active EE | $11,818 | $9,865+19.8% | $9,331+26.6% | $6,507+81.6% |
| Admin fee / account holder | $1,837 | $17,692-89.6% | $16,305-88.7% | $12,624-85.5% |