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 | $418,560 | $165,984+152.2% | $164,813+154.0% | $145,922+186.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.73% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,123 | $5,273-21.8% | $4,341-5.0% | $4,660-11.5% |
| Participant deferral / active EE | $11,617 | $6,959+66.9% | $6,031+92.6% | $6,688+73.7% |
| Admin fee / account holder | $4,614 | $16,648-72.3% | $12,690-63.6% | $13,397-65.6% |