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 | $502,955 | $165,984+203.0% | $164,813+205.2% | $145,922+244.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.44% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,438 | $5,273-15.8% | $4,341+2.2% | $4,660-4.8% |
| Participant deferral / active EE | $6,572 | $6,959-5.6% | $6,031+9.0% | $6,688-1.7% |
| Admin fee / account holder | $3,452 | $16,648-79.3% | $12,690-72.8% | $13,397-74.2% |