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 | $508,188 | $209,411+142.7% | $178,490+184.7% | $158,922+219.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.13% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,440 | $5,706+12.8% | $5,011+28.5% | $4,761+35.3% |
| Participant deferral / active EE | $4,096 | $5,954-31.2% | $5,202-21.2% | $5,982-31.5% |
| Admin fee / account holder | $6,286 | $17,074-63.2% | $13,984-55.0% | $11,246-44.1% |