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 | $738,259 | $238,490+209.6% | $180,183+309.7% | $142,382+418.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.56% | 33.56%-20.0pp | 27.86%-14.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,341 | $6,143-29.3% | $5,039-13.9% | $4,299+1.0% |
| Participant deferral / active EE | $22,801 | $7,996+185.2% | $6,822+234.2% | $6,507+250.4% |
| Admin fee / account holder | $10,770 | $28,866-62.7% | $19,975-46.1% | $12,624-14.7% |