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 | $508,239 | $185,822+173.5% | $169,993+199.0% | $139,434+264.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.59% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $8,426 | $7,590+11.0% | $6,785+24.2% | $4,751+77.4% |
| Participant deferral / active EE | $18,336 | $11,622+57.8% | $10,408+76.2% | $6,710+173.3% |
| Admin fee / account holder | $7,162 | $15,381-53.4% | $12,815-44.1% | $11,403-37.2% |