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 | $563,560 | $162,781+246.2% | $133,956+320.7% | $158,922+254.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.98% | 41.94%-35.0pp | 45.09%-38.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $16,745 | $4,975+236.6% | $3,919+327.3% | $4,761+251.7% |
| Participant deferral / active EE | $8,667 | $5,911+46.6% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $3,308 | $11,736-71.8% | $8,927-62.9% | $11,246-70.6% |