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 | $544,757 | $165,984+228.2% | $164,813+230.5% | $145,922+273.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.75% | 100.03%-78.3pp | 69.93%-48.2pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,674 | $5,273-68.2% | $4,341-61.4% | $4,660-64.1% |
| Participant deferral / active EE | $6,274 | $6,959-9.8% | $6,031+4.0% | $6,688-6.2% |
| Admin fee / account holder | $18,385 | $16,648+10.4% | $12,690+44.9% | $13,397+37.2% |