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 | $440,085 | $228,332+92.7% | $185,823+136.8% | $158,922+176.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.32% | 40.80%-35.5pp | 35.95%-30.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $8,571 | $4,967+72.6% | $4,087+109.7% | $4,761+80.0% |
| Participant deferral / active EE | $3,714 | $6,415-42.1% | $5,632-34.0% | $5,982-37.9% |
| Admin fee / account holder | $32,084 | $11,864+170.4% | $9,500+237.7% | $11,246+185.3% |