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 | $449,489 | $217,402+106.8% | $185,823+141.9% | $167,490+168.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.14% | 148.36%-124.2pp | 122.05%-97.9pp | 478.56%-454.4pp |
| Employer contribution / active EE | $8,873 | $5,873+51.1% | $5,167+71.7% | $4,837+83.4% |
| Participant deferral / active EE | $7,526 | $6,356+18.4% | $5,568+35.2% | $6,341+18.7% |
| Admin fee / account holder | $1,959 | $19,811-90.1% | $16,237-87.9% | $12,309-84.1% |