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 | $305,510 | $197,591+54.6% | $177,821+71.8% | $158,922+92.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.74% | 58.76%-39.0pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $7,961 | $6,697+18.9% | $5,918+34.5% | $4,761+67.2% |
| Participant deferral / active EE | $16,759 | $8,405+99.4% | $7,714+117.3% | $5,982+180.2% |
| Admin fee / account holder | $41,787 | $15,399+171.4% | $12,427+236.3% | $11,246+271.6% |