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 | $484,532 | $154,228+214.2% | $145,433+233.2% | $137,256+253.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.51% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,149 | $4,804+48.8% | $4,554+57.0% | $4,156+72.0% |
| Participant deferral / active EE | $16,370 | $8,216+99.2% | $7,897+107.3% | $6,407+155.5% |
| Admin fee / account holder | $214,298 | $14,344+1394.0% | $13,129+1532.3% | $12,270+1646.5% |