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 | $486,885 | $154,117+215.9% | $129,995+274.5% | $139,434+249.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.72% | 32.48%-7.8pp | -137.18%+161.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,000 | $5,289-5.5% | $4,320+15.8% | $4,751+5.2% |
| Participant deferral / active EE | $6,316 | $6,710-5.9% | $5,820+8.5% | $6,710-5.9% |
| Admin fee / account holder | $26,254 | $14,007+87.4% | $10,614+147.3% | $11,403+130.2% |