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 | $497,506 | $214,378+132.1% | $200,582+148.0% | $142,382+249.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.55% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $7,555 | $6,841+10.4% | $6,419+17.7% | $4,299+75.7% |
| Participant deferral / active EE | $9,901 | $9,865+0.4% | $9,331+6.1% | $6,507+52.2% |
| Admin fee / account holder | $5,099 | $17,692-71.2% | $16,305-68.7% | $12,624-59.6% |