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 | $500,174 | $135,952+267.9% | $123,892+303.7% | $273,961+82.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.70% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,005 | $5,170-41.9% | $4,617-34.9% | $4,869-38.3% |
| Participant deferral / active EE | $2,891 | $6,343-54.4% | $5,984-51.7% | $5,287-45.3% |
| Admin fee / account holder | $3,708 | $9,817-62.2% | $8,357-55.6% | $10,132-63.4% |