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 | $390,458 | $159,602+144.6% | $150,045+160.2% | $142,382+174.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.24% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,619 | $4,961+13.3% | $4,693+19.7% | $4,299+30.7% |
| Participant deferral / active EE | $12,683 | $8,310+52.6% | $7,997+58.6% | $6,507+94.9% |
| Admin fee / account holder | $11,420 | $14,846-23.1% | $13,435-15.0% | $12,624-9.5% |