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 | $529,530 | $154,117+243.6% | $129,995+307.3% | $139,434+279.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.58% | 32.48%-14.9pp | -137.18%+154.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,797 | $5,289-9.3% | $4,320+11.1% | $4,751+1.0% |
| Participant deferral / active EE | $7,700 | $6,710+14.8% | $5,820+32.3% | $6,710+14.8% |
| Admin fee / account holder | $3,629 | $14,007-74.1% | $10,614-65.8% | $11,403-68.2% |