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 | $291,422 | $172,111+69.3% | $150,298+93.9% | $137,256+112.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.54% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,252 | $4,636+34.8% | $4,154+50.5% | $4,156+50.4% |
| Participant deferral / active EE | $8,592 | $6,166+39.4% | $5,453+57.6% | $6,407+34.1% |
| Admin fee / account holder | $32,271 | $16,471+95.9% | $14,116+128.6% | $12,270+163.0% |