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 | $722,926 | $179,726+302.2% | $156,263+362.6% | $142,382+407.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.88% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,860 | $5,069-4.1% | $4,333+12.2% | $4,299+13.1% |
| Participant deferral / active EE | $6,351 | $6,956-8.7% | $6,158+3.1% | $6,507-2.4% |
| Admin fee / account holder | $8,424 | $17,272-51.2% | $14,255-40.9% | $12,624-33.3% |