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 | $527,879 | $172,111+206.7% | $150,298+251.2% | $137,256+284.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.07% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $9,842 | $4,636+112.3% | $4,154+136.9% | $4,156+136.8% |
| Participant deferral / active EE | $7,732 | $6,166+25.4% | $5,453+41.8% | $6,407+20.7% |
| Admin fee / account holder | $4,163 | $16,471-74.7% | $14,116-70.5% | $12,270-66.1% |