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 | $470,075 | $154,228+204.8% | $145,433+223.2% | $137,256+242.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.39% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $4,331 | $4,804-9.8% | $4,554-4.9% | $4,156+4.2% |
| Participant deferral / active EE | $15,907 | $8,216+93.6% | $7,897+101.4% | $6,407+148.3% |
| Admin fee / account holder | $6,099 | $14,344-57.5% | $13,129-53.5% | $12,270-50.3% |