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 | $658,029 | $197,591+233.0% | $177,821+270.1% | $158,922+314.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.68% | 58.76%-49.1pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,908 | $6,697-41.7% | $5,918-34.0% | $4,761-17.9% |
| Participant deferral / active EE | $16,100 | $8,405+91.6% | $7,714+108.7% | $5,982+169.1% |
| Admin fee / account holder | $4,907 | $15,399-68.1% | $12,427-60.5% | $11,246-56.4% |