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 | $470,266 | $165,984+183.3% | $164,813+185.3% | $145,922+222.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.61% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $8,929 | $5,273+69.3% | $4,341+105.7% | $4,660+91.6% |
| Participant deferral / active EE | $9,214 | $6,959+32.4% | $6,031+52.8% | $6,688+37.8% |
| Admin fee / account holder | $1,488 | $16,648-91.1% | $12,690-88.3% | $13,397-88.9% |