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 | $570,829 | $238,490+139.4% | $180,183+216.8% | $142,382+300.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.25% | 33.56%-18.3pp | 27.86%-12.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,262 | $6,143+1.9% | $5,039+24.3% | $4,299+45.7% |
| Participant deferral / active EE | $13,559 | $7,996+69.6% | $6,822+98.7% | $6,507+108.4% |
| Admin fee / account holder | $12,836 | $28,866-55.5% | $19,975-35.7% | $12,624+1.7% |