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 | $999,099 | $110,261+806.1% | $95,745+943.5% | $139,434+616.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.69% | 27.11%-11.4pp | 28.35%-12.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,422 | $3,257+5.0% | $2,835+20.7% | $4,751-28.0% |
| Participant deferral / active EE | $9,439 | $4,676+101.9% | $4,245+122.4% | $6,710+40.7% |
| Admin fee / account holder | $5,703 | $6,613-13.8% | $5,678+0.4% | $11,403-50.0% |