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 | $553,746 | $185,822+198.0% | $169,993+225.7% | $139,434+297.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.38% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,107 | $7,590-45.9% | $6,785-39.5% | $4,751-13.6% |
| Participant deferral / active EE | $12,422 | $11,622+6.9% | $10,408+19.4% | $6,710+85.1% |
| Admin fee / account holder | $12,809 | $15,381-16.7% | $12,815-0.1% | $11,403+12.3% |