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 | $749,089 | $227,553+229.2% | $189,557+295.2% | $167,490+347.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 39.73% | 78.40%-38.7pp | 64.17%-24.4pp | 478.56%-438.8pp |
| Employer contribution / active EE | $4,764 | $5,316-10.4% | $4,412+8.0% | $4,837-1.5% |
| Participant deferral / active EE | $6,658 | $7,002-4.9% | $6,174+7.9% | $6,341+5.0% |
| Admin fee / account holder | $28,198 | $11,878+137.4% | $9,807+187.5% | $12,309+129.1% |