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 | $494,518 | $197,591+150.3% | $177,821+178.1% | $158,922+211.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.21% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,689 | $6,697-44.9% | $5,918-37.7% | $4,761-22.5% |
| Participant deferral / active EE | $12,151 | $8,405+44.6% | $7,714+57.5% | $5,982+103.1% |
| Admin fee / account holder | $42,519 | $15,399+176.1% | $12,427+242.1% | $11,246+278.1% |