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 | $425,881 | $197,591+115.5% | $177,821+139.5% | $158,922+168.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.39% | 58.76%-40.4pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,771 | $6,697-58.6% | $5,918-53.2% | $4,761-41.8% |
| Participant deferral / active EE | $13,251 | $8,405+57.7% | $7,714+71.8% | $5,982+121.5% |
| Admin fee / account holder | $2,430 | $15,399-84.2% | $12,427-80.4% | $11,246-78.4% |