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 | $874,314 | $148,978+486.9% | $200,582+335.9% | $84,808+930.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.58% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,932 | $4,815+44.0% | $6,419+8.0% | $2,631+163.5% |
| Participant deferral / active EE | $7,562 | $7,142+5.9% | $9,331-19.0% | $4,212+79.6% |
| Admin fee / account holder | $8,827 | $13,977-36.8% | $16,305-45.9% | $7,344+20.2% |