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 | $367,305 | $197,591+85.9% | $177,821+106.6% | $158,922+131.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 49.95% | 58.76%-8.8pp | 48.32%+1.6pp | 302.83%-252.9pp |
| Employer contribution / active EE | $6,429 | $6,697-4.0% | $5,918+8.6% | $4,761+35.0% |
| Participant deferral / active EE | $15,850 | $8,405+88.6% | $7,714+105.5% | $5,982+165.0% |
| Admin fee / account holder | $30,205 | $15,399+96.1% | $12,427+143.1% | $11,246+168.6% |