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 5-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 | $526,551 | $217,402+142.2% | $185,823+183.4% | $167,490+214.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.02% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $11,043 | $5,873+88.0% | $5,167+113.7% | $4,837+128.3% |
| Participant deferral / active EE | $8,825 | $6,356+38.8% | $5,568+58.5% | $6,341+39.2% |
| Admin fee / account holder | $32,727 | $19,811+65.2% | $16,237+101.6% | $12,309+165.9% |