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 | $377,636 | $214,378+76.2% | $200,582+88.3% | $142,382+165.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 60.25% | 46.41%+13.8pp | 42.33%+17.9pp | 217.08%-156.8pp |
| Employer contribution / active EE | $3,610 | $6,841-47.2% | $6,419-43.8% | $4,299-16.0% |
| Participant deferral / active EE | $16,387 | $9,865+66.1% | $9,331+75.6% | $6,507+151.8% |
| Admin fee / account holder | $34,172 | $17,692+93.2% | $16,305+109.6% | $12,624+170.7% |