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 | $527,519 | $105,931+398.0% | $81,930+543.9% | $158,922+231.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.72% | 38.17%-32.4pp | 29.49%-23.8pp | 302.83%-297.1pp |
| Employer contribution / active EE | $3,782 | $7,800-51.5% | $4,310-12.3% | $4,761-20.6% |
| Participant deferral / active EE | $10,614 | $13,003-18.4% | $7,107+49.4% | $5,982+77.4% |
| Admin fee / account holder | $15,018 | $8,489+76.9% | $5,158+191.2% | $11,246+33.5% |