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 | $318,057 | $197,591+61.0% | $177,821+78.9% | $158,922+100.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.98% | 58.76%-34.8pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $5,399 | $6,697-19.4% | $5,918-8.8% | $4,761+13.4% |
| Participant deferral / active EE | $14,883 | $8,405+77.1% | $7,714+92.9% | $5,982+148.8% |
| Admin fee / account holder | $20,468 | $15,399+32.9% | $12,427+64.7% | $11,246+82.0% |