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 | $549,491 | $148,534+269.9% | $135,903+304.3% | $139,434+294.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.87% | 79.19%-45.3pp | 68.23%-34.4pp | 372.94%-339.1pp |
| Employer contribution / active EE | $2,564 | $5,243-51.1% | $4,856-47.2% | $4,751-46.0% |
| Participant deferral / active EE | $7,056 | $8,100-12.9% | $7,758-9.0% | $6,710+5.2% |
| Admin fee / account holder | $114,947 | $12,400+827.0% | $10,762+968.1% | $11,403+908.1% |