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 | $483,559 | $108,912+344.0% | $100,383+381.7% | $145,959+231.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 57.96%-44.3pp | 49.26%-35.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $17,541 | $4,423+296.6% | $3,944+344.8% | $4,661+276.3% |
| Participant deferral / active EE | $4,406 | $8,451-47.9% | $8,086-45.5% | $6,689-34.1% |
| Admin fee / account holder | $7,557 | $9,690-22.0% | $7,900-4.3% | $13,398-43.6% |