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 | $628,958 | $197,591+218.3% | $177,821+253.7% | $158,922+295.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.02% | 58.76%-33.7pp | 48.32%-23.3pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,400 | $6,697-64.2% | $5,918-59.4% | $4,761-49.6% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,982+8.7% |
| Admin fee / account holder | $4,898 | $15,399-68.2% | $12,427-60.6% | $11,246-56.4% |