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 | $444,711 | $127,065+250.0% | $113,168+293.0% | $142,382+212.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.95% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,677 | $3,442+35.9% | $2,975+57.2% | $4,299+8.8% |
| Participant deferral / active EE | $10,826 | $5,716+89.4% | $5,107+112.0% | $6,507+66.4% |
| Admin fee / account holder | $14,827 | $15,736-5.8% | $12,068+22.9% | $12,624+17.5% |