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 | $395,698 | $185,822+112.9% | $169,993+132.8% | $139,434+183.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.64% | 60.50%-39.9pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $9,404 | $7,590+23.9% | $6,785+38.6% | $4,751+97.9% |
| Participant deferral / active EE | $4,879 | $11,622-58.0% | $10,408-53.1% | $6,710-27.3% |
| Admin fee / account holder | $6,650 | $15,381-56.8% | $12,815-48.1% | $11,403-41.7% |