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 | $711,308 | $197,591+260.0% | $177,821+300.0% | $158,922+347.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.46% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,114 | $6,697-23.6% | $5,918-13.6% | $4,761+7.4% |
| Participant deferral / active EE | $18,318 | $8,405+117.9% | $7,714+137.5% | $5,982+206.2% |
| Admin fee / account holder | $9,933 | $15,399-35.5% | $12,427-20.1% | $11,246-11.7% |