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 | $430,705 | $197,591+118.0% | $177,821+142.2% | $158,922+171.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.89% | 58.76%-39.9pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $22,398 | $6,697+234.4% | $5,918+278.5% | $4,761+370.4% |
| Participant deferral / active EE | $14,237 | $8,405+69.4% | $7,714+84.6% | $5,982+138.0% |
| Admin fee / account holder | $12,748 | $15,399-17.2% | $12,427+2.6% | $11,246+13.4% |