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 | $395,980 | $135,952+191.3% | $123,892+219.6% | $273,961+44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.80% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $4,209 | $5,170-18.6% | $4,617-8.8% | $4,869-13.6% |
| Participant deferral / active EE | $12,672 | $6,343+99.8% | $5,984+111.8% | $5,287+139.7% |
| Admin fee / account holder | $14,546 | $9,817+48.2% | $8,357+74.1% | $10,132+43.6% |