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 | $482,873 | $165,335+192.1% | $149,696+222.6% | $158,922+203.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.64% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $51,537 | $5,103+910.0% | $4,644+1009.7% | $4,761+982.4% |
| Participant deferral / active EE | $4,830 | $7,181-32.7% | $6,842-29.4% | $5,982-19.3% |
| Admin fee / account holder | $4,480 | $10,807-58.5% | $9,309-51.9% | $11,246-60.2% |