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 | $451,038 | $97,125+364.4% | $86,233+423.0% | $137,256+228.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.71% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,250 | $2,841+84.8% | $2,504+109.7% | $4,156+26.3% |
| Participant deferral / active EE | $11,415 | $5,180+120.4% | $4,559+150.4% | $6,407+78.2% |
| Admin fee / account holder | $29,323 | $9,725+201.5% | $8,342+251.5% | $12,270+139.0% |