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 | $362,713 | $185,822+95.2% | $169,993+113.4% | $139,434+160.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.26% | 60.50%-36.2pp | 53.37%-29.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $6,135 | $7,590-19.2% | $6,785-9.6% | $4,751+29.1% |
| Participant deferral / active EE | $19,243 | $11,622+65.6% | $10,408+84.9% | $6,710+186.8% |
| Admin fee / account holder | $1,821 | $15,381-88.2% | $12,815-85.8% | $11,403-84.0% |