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 | $483,921 | $102,966+370.0% | $90,281+436.0% | $152,861+216.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.24% | 95.16%-75.9pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $6,654 | $3,139+112.0% | $2,854+133.1% | $4,762+39.7% |
| Participant deferral / active EE | $4,085 | $4,281-4.6% | $3,885+5.1% | $5,850-30.2% |
| Admin fee / account holder | $3,220 | $6,171-47.8% | $5,351-39.8% | $11,596-72.2% |