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 | $592,516 | $228,332+159.5% | $185,823+218.9% | $158,922+272.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.13% | 40.80%-32.7pp | 35.95%-27.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $20,574 | $4,967+314.2% | $4,087+403.3% | $4,761+332.1% |
| Participant deferral / active EE | $12,513 | $6,415+95.1% | $5,632+122.2% | $5,982+109.2% |
| Admin fee / account holder | $2,707 | $11,864-77.2% | $9,500-71.5% | $11,246-75.9% |