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 | $410,626 | $185,822+121.0% | $169,993+141.6% | $139,434+194.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.76% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,605 | $7,590-65.7% | $6,785-61.6% | $4,751-45.2% |
| Participant deferral / active EE | $5,583 | $11,622-52.0% | $10,408-46.4% | $6,710-16.8% |
| Admin fee / account holder | $17,968 | $15,381+16.8% | $12,815+40.2% | $11,403+57.6% |