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 | $297,951 | $183,963+62.0% | $162,163+83.7% | $152,861+94.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.01% | 150.76%-121.8pp | 115.59%-86.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $4,905 | $6,371-23.0% | $5,614-12.6% | $4,762+3.0% |
| Participant deferral / active EE | $14,260 | $8,034+77.5% | $7,298+95.4% | $5,850+143.8% |
| Admin fee / account holder | $982 | $13,121-92.5% | $10,843-90.9% | $11,596-91.5% |